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    Senior Retirement Specialist

    Taguig, Metro Manila, Philippines

    Senior Retirement Specialist

    • 202407861
    • Taguig, Metro Manila, Philippines
    • Closing on: Jan 31 2025

    Description

    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 91±¬ÁÏ 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 91±¬ÁÏ

    Qualifications

    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

    91±¬ÁÏ is an Equal Opportunity Employer

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