Retirement Associate

The Role

As aRetirement Associatefor Consulting they will support the delivery of quality Retirement solutions covering plan valuations design & review including plan conversions and other retirement benefit services. The Retirement Associate may also get involved in insurance health and other risk projects requiring actuarial support.

Performance Objectives:

Excellence:

• Provide technical assistance to the Consultant/Senior Consultant in the following areas:
  • Data preparation validation & reconciliation
  • Assumption setting
  • Actuarial valuation of retirement plans including the use of WTW standard valuation software.
  • Analysis of valuation results
  • Plan benchmarking design and costing
  • Retirement plan set-up review and harmonization
  • Benefit projections and individual benefit calculations
  • Other projects requiring actuarial skills (other employee benefits insurance HMO etc.)
• Prepare the following reports:
  • Actuarial valuation reports for local funding and accounting standards (local and international) purposes
  • Comparative plan summaries upon request of clients
  • Drafting of plan rules
  • Presentation and sales materials
• Assists the Consultant/Senior Consultant in the presentation of results.
• May act as the lead and clients main contact person within WTW

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The Requirements

• 3 years experience conducting core valuation work in a client-service-oriented environment with large corporate defined benefit plans; defined contribution plan experience a plus
• Proven experience managing multiple projects within prescribed project guidelines
• Strong client relationship interpersonal and team skills
• Strong written and verbal communication skills
• Ability to ask the right questions and seek help where appropriate
• Ability to respond to all communications effectively and on time
• Flexibility and proven ability to diagnose and resolve issues strong client service orientation
• Demonstrated leadership qualities
• Ability to work both independently and on client teams and enjoy a fast-paced environment
• Sense of accountability; owning ones work and taking pride in it
• Self-starter: interest in continually challenging oneself and willing to step outside of ones comfort zone
• Interest and ability to think beyond the task at hand and understand how ones work fits into the broader landscape
• Strong analytical and integrative skills including the ability to draw conclusions and identify trends from data in a logical systematic way
• Excellent Microsoft Office skills particularly Excel.
• Bachelors Degree in Actuarial Science Mathematics Statistics or other related fields
• Significant actuarial exam progress toward AASP/ASA credentials
• Background in accounting finance investment and economics

WTW is an Equal Employment Opportunity