As a Retirement Specialist for Consulting supports the delivery of quality Retirement solutions covering plan valuations, design & review including plan conversions, plan administration, and other retirement benefit services. The Retirement Specialist/Consultant may also get involved in insurance, health, and other risk projects requiring actuarial support.
Performance Objectives:
- Provides 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.)
- Prepares 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 client’s main contact person within WTW
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 one’s work and taking pride in it
- Self-starter; interest in continually challenging oneself and willing to step outside of one’s comfort zone
- Interest and ability to think beyond the task at hand and understand how one’s 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.
- Bachelor’s 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 Opportunity Employer
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