Retirement Consultant
Core
Manage client accounts and defined benefit pension plan administration, including planning, budgeting, and process improvement.
Role type
Senior Retirement Consultant / Pension Plan Administrator
Builds
Defined benefit pension plan administration services for clients and members
Domain
Financial services / Pension administration
Deliverable
client delivery
Required skills
Defined benefit pension plan administration, annual planning, budget preparation, team management and coaching, client relationship management, process improvement, new business development, analytical thinking, Microsoft Excel proficiency
Preferred skills
Bilingualism (French/English), actuarial science background
Responsibilities
Manage client accounts, plan and organize pension administration work, verify and monitor project progress, train and coach team members, prepare and track budgets, build client satisfaction, suggest process improvements, develop new business contacts and agreements
Seniority
Senior, hands-on IC with management responsibilities