Retirement Planning Expert
3 weeks ago
SalaryThe estimated salary for this position is $85,000 - $110,000 per year, depending on experience and qualifications.
Job DescriptionWe are seeking an experienced Pension Consultant Manager to join our team. The successful candidate will be responsible for providing compliance and reporting services for a group of assigned plans in a timely and accurate manner. They will also supervise and train assigned retirement plan consultant(s) and provide assistance to team members as needed.
Required Skills and QualificationsTo be successful in this role, you will need:
- A college degree plus additional experience and training sufficient to demonstrate an ability to meet all job requirements.
- Completion of industry certification and other courses as determined by manager.
- 5-7 years experience in all aspects of year-end plan administration for Defined Contribution Plans and Defined Benefit Plans, including knowledge of Tax Code, ERISA laws and regulations and sufficient accounting principles.
- Demonstrated skills in grammar, written and oral communications, advanced math, problem-solving skills and excellent customer service.
- Skilled in application software (Microsoft Office, Excel, Word, Outlook).
BenefitsWe offer a competitive benefits package, including:401(k)Bonus based on performanceCompetitive salaryDental insuranceEmployee discountsFlexible scheduleFree food & snacksTraining & developmentVision insuranceWellness resources
-
Retirement Planning Expert
2 weeks ago
Stamford, Connecticut, United States Pension Associates Retirement Planning, LLC Full timeIn this challenging role, you will leverage your expertise in actuarial science to help our clients achieve their retirement goals. As an Enrolled Actuary, you will be responsible for consulting with clients, managing a team of Pension Consultants, and reviewing complex defined benefit plans.About the RoleDegree: EA Actuarial Credentials required.Years of...
-
Retirement Planning Specialist
3 weeks ago
Stamford, Connecticut, United States Pension Associates Retirement Planning, LLC Full timePension Associates Retirement Planning LLC, a leading third-party administration firm, is seeking a highly skilled Enrolled Actuary to join its team.The successful candidate will be responsible for providing expert advice to clients on retirement planning and pension administration. Key qualifications include:EA actuarial credentials5+ years of experience in...
-
Retirement Benefits Specialist
2 weeks ago
Stamford, Connecticut, United States Pension Associates Retirement Planning, LLC Full timeAbout the RoleWe are seeking a highly skilled Pension Consultant Manager to join our team at Pension Associates Retirement Planning, LLC. This individual will be responsible for managing the company's compliance and reporting services for assigned plans.Salary: $90,000 - $110,000 per year.ResponsibilitiesManage compliance and reporting services for assigned...
-
Pension Expert
3 weeks ago
Stamford, Connecticut, United States Pension Associates Retirement Planning, LLC Full timeAbout Us:Pension Associates Retirement Planning, LLC is a leading provider of pension plan administration and actuarial services. Our team of experts has extensive experience in designing and administering pension plans that meet the needs of our clients. We are committed to delivering high-quality service and support to our clients and their employees.The...
-
Retirement Planning Specialist
2 weeks ago
Stamford, Connecticut, United States New York Life Full timeJoin Our TeamWe are seeking a skilled Experienced Financial Advisor to join our team in New York, NY, and contribute to delivering exceptional results for our clients.Responsibilities:Work closely with clients to understand their financial objectives and develop tailored solutions.Analyze complex financial data to identify opportunities for growth and...
-
Defined Benefit Specialist
2 weeks ago
Stamford, Connecticut, United States Pension Associates Retirement Planning, LLC Full timePension Plan Administration:Pension Associates Retirement Planning, LLC provides comprehensive pension plan administration services to our clients. Our team of experts has extensive experience in designing and administering pension plans that meet the needs of our clients. We offer a range of services, including plan design, implementation, and ongoing...
-
Actuary Consultant
3 weeks ago
Stamford, Connecticut, United States Pension Associates Retirement Planning, LLC Full timePension Associates Retirement Planning, LLC is a third party administration firm located in Stamford, Ct. With over 30 years of experience in pension plan design, administration, and actuarial services, we are seeking a full-time or part-time Enrolled Actuary to join our team. The ideal candidate will have excellent research and consulting skills, as well as...
-
Charitable Planning Attorney Expert
3 weeks ago
Stamford, Connecticut, United States Jobot Full timeAbout the RoleWe are seeking a skilled Charitable Planning Attorney to join our esteemed team. As a Permanent Charitable Planning Attorney, you will provide expert legal advice on all aspects of charitable planning, including the establishment and operation of various types of charitable organizations and trusts.Key Responsibilities:Providing expert legal...
-
Pension Administration Consultant
3 weeks ago
Stamford, Connecticut, United States Pension Associates Retirement Planning, LLC Full timePension Associates Retirement Planning LLC, a company specializing in third-party administration, is looking for an experienced Enrolled Actuary to join its team.The ideal candidate will have a strong background in actuarial science, with 5+ years of experience in related fields. Key responsibilities include:Consulting with clients on retirement planning and...
-
Pension Services Manager
3 weeks ago
Stamford, Connecticut, United States Pension Associates Retirement Planning, LLC Full timeJob ResponsibilitiesWe are seeking an experienced professional to manage the compliance and reporting process for a group of assigned pension plans. Key responsibilities include:Providing high-quality compliance and reporting services in a timely manner.Supervising and training assigned retirement plan consultants.Collaborating with team members to ensure...
-
Financial Accountant Specialist
2 weeks ago
Stamford, Connecticut, United States Pension Associates Retirement Planning, LLC Full timeAbout the RoleThis Senior Bookkeeping Professional position involves overseeing all financial aspects of Pension Associates Retirement Planning, LLC.Key Performance Indicators (KPIs): Cash Management: Monitor cash levels and maintain adequate funds to meet business needs. Financial Reporting: Prepare and distribute accurate, timely financial statements...
-
Senior Accountant Position
2 weeks ago
Stamford, Connecticut, United States Pension Associates Retirement Planning, LLC Full timeJob OverviewPension Associates Retirement Planning, LLC is a leading provider of retirement planning services. We are seeking a highly skilled Senior Accountant to join our team.The estimated salary for this position is $65,000 - $85,000 per year, depending on experience and qualifications.We are looking for someone with at least 3 years of experience as a...
-
Corporate Accountant Position
2 weeks ago
Stamford, Connecticut, United States Pension Associates Retirement Planning, LLC Full timeCompany OverviewWe are Pension Associates Retirement Planning, LLC, a reputable organization dedicated to providing exceptional retirement planning services.Job SummaryWe are seeking an experienced Full Charge Bookkeeper to join our team. As a key member, you will play a crucial role in ensuring the accuracy and efficiency of our financial operations.Key...
-
General Ledger Specialist
2 weeks ago
Stamford, Connecticut, United States Pension Associates Retirement Planning, LLC Full timeJob Title: Full Charge BookkeeperLocation:Pension Associates Retirement Planning, LLCJob Summary:We are seeking a highly skilled and experienced Full Charge Bookkeeper to join our team at Pension Associates Retirement Planning, LLC. As a key member of our finance team, you will be responsible for maintaining accurate financial records, processing accounts...
-
Chief Financial Officer
4 weeks ago
Stamford, Connecticut, United States Pension Associates Retirement Planning, LLC Full timeJob DescriptionPension Associates Retirement Planning, LLC seeks a highly skilled Full Charge Bookkeeper to join our team.Key Responsibilities:
-
Defined Benefit Specialist
2 weeks ago
Stamford, Connecticut, United States Pension Associates Retirement Planning, LLC Full timeWe are seeking a skilled Enrolled Actuary to join our team at Pension Associates Retirement Planning, LLC. In this role, you will utilize your expertise in actuarial science to design, administer, and provide actuarial services for our clients' pension plans.ResponsibilitiesDevelop and implement pension plan designs that meet our clients' needs.Manage a team...
-
Pension Actuary
2 weeks ago
Stamford, Connecticut, United States Pension Associates Retirement Planning, LLC Full timePension Associates Retirement Planning, LLC is a third-party administration firm in Stamford, CT. We have been serving clients since 1991 and specialize in designing, administering, and providing actuarial services for both defined benefit (DB) and defined contribution (DC) plans.Job SummaryWe are seeking a full-time or part-time Enrolled Actuary to join our...
-
Office Operations Manager
2 weeks ago
Stamford, Connecticut, United States Pension Associates Retirement Planning, LLC Full timeJob Title: Office Operations ManagerAbout Us:Pension Associates Retirement Planning, LLC is a growing company that requires an Office Operations Manager to oversee our office operations.Salary:$70,000 - $90,000 per year, depending on experience.Job Description:We are seeking a highly organized and detail-oriented Office Operations Manager to lead our office...
-
Support Services Coordinator
2 weeks ago
Stamford, Connecticut, United States Pension Associates Retirement Planning, LLC Full timePension Associates Retirement Planning, LLC seeks a highly skilled Support Services Coordinator to provide administrative support to our team. This is an excellent opportunity for someone who wants to work in a dynamic and fast-paced environment.Job Description:Coordinate and schedule appointments, meetings, and events.Manage and maintain accurate records...
-
Financial Coordinator
2 weeks ago
Stamford, Connecticut, United States Pension Associates Retirement Planning, LLC Full timeAbout the RoleThis is a fantastic opportunity for a motivated and organized individual to join our team at Pension Associates Retirement Planning, LLC as a Full Charge Bookkeeper.Key ResponsibilitiesProcess accounts payable and issue invoices to customers.Calculate employee pay and maintain accurate financial records.Reconcile bank and petty cash accounts to...