Defined Benefit Associate

CBIZ - Philadelphia, PA (30+ days ago)3.5

With over 100 offices and nearly 5,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. CBIZ has been honored to be recognized as one of the Best & Brightest Companies to Work for in the Nation for 2016. The Best and Brightest Companies to Work For® competition identifies and honors organizations that display a commitment to excellence in their human resource practices and employee enrichment based on categories such as communication, work-life balance, employee education, diversity, recognition, retention and more.

This position affords an immediate opportunity to apply analytical, problem-solving, communication, and technology skills contributing to the development of solutions to challenging client issues.The Associate will have access to and work under the guidance and mentoring of talented senior level staff and will work independently and on teams to deliver consulting services to a broad and diverse range of defined benefit clients.The Associate will be encouraged to engage in continual learning and development activities with the goal of advancing to higher level positions, and will be supported in pursing progress toward actuarial accreditation through our competitive exam program and policy.

Essential Functions and Primary Duties

Assist with preparation of the information documents and client presentations
Interface with clients regarding inquiries related to research and information requests
Perform analysis using department specific templates
May lead and complete ad hoc projects as assigned
Additional responsibilities as assigned
Minimum Qualifications Required

Bachelor's degree in Actuarial Science, Mathematics, Statistics, Finance, Accounting, Economics, or another technical related field from an accredited college or university
0-3 years of retirement plan actuarial experience within a consulting and/or insurance company environment
Working knowledge of Microsoft Excel and Word
Strong attention to detail
Strong analytical and problem solving skills
Professional, client-focused approach to colleagues and assignments
Seeks out experiences that may change perspective or provide an opportunity to learn new things
Strong verbal and written communication skills
Ability to organize, set priorities, and complete multiple projects within established deadlines


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