Actuary

• Provide technical support to internal and external counterparts.
  
• Perform and review actuarial services for DB practice clients, including, but not limited to: Actuarial Valuations, Non-discrimination Testing, AFTAP Certifications, 5500 Reporting, Schedule SB, PBGC Filings and Notices, Financial Accounting Reports, Participant Distributions, etc.
  
• Research and stay current on legislative changes that affect Compliance Administration.
  
• Be involved and oversee any communications by other Actuaries with clients.
  
• Analyze and understand pension plan documents and benefit calculations.
  
• Collaborate with other departments in delivering Trinity’s reports and anticipating client’s questions.
  
• Provide subject matter expert knowledge related to benefit calculations and clearly communicate technical benefit calculations in a simplified manner.
  
• Proactively solve problems and suggest solutions as they arise.
  
  

Requirements

• Dedication to keeping the business is a must!
  
• Ability to manage office functions efficiently, organize work, establish priorities and maintain good interpersonal relations.
  
• Be able to learn, apply, and explain new technical knowledge in a simplified manner.
  
• Ability to report data effectively, analyze facts, and exercise sound business judgement when making recommendations.
  
• Possess outstanding communication and computer/software skills; demonstrate trustworthiness, adaptability, and responsiveness.
  
• Team player and great positive attitude is a must.
  
• Ability to interact with all levels of management as well as external stakeholders.
  
• Strong mathematical skills required.
  
• Possess a relentless pursuit to be successful.

• Reside in Northeast Ohio, preferred.
  
• Bachelor’s Degree in related field.
  
• Active and in good standing Enrolled Actuary (EA) designation, preferred.
  
• Five (5) years of pension actuarial experience with non-discrimination testing is required.
  
• Two (2) years of people management experience, preferred.
  
• Prior experience with “DB/DC combo” plans.
  
• Prior experience with Pension software systems including, Penguin, Ft. William, and PensionPro preferred.
  
• Excellent verbal and written communication and listening skills.
  
• Proficient computer / software skills, including MS Office (Word, Excel, Outlook).
  
• Discipline and drive to stay focused and motivated with limited supervision.
  
• Effective time management and organization capabilities with a focus on delivering superb client experience.
  
• Maintain ASPPA Membership.
  
• Possess or willing to attain ASPPA designations (QKA, QPA, CPC, etc.) if no EA credential.
  
  

Benefits

• Work on challenging and interesting problems, and strive to do the right thing, the right way and continually improve.
  
  


• We are a true partner to our clients.
  
  


• Our team is constantly learning, both individually and as an organization, and truly value hearing our team member’s unique perspectives, insights, and opinions.
  
  


• We are a growing business with development and mobility opportunities.
  
  


• We encourage a strong partnership between managers and team members that ensures high performance and continuous professional and personal growth.
  
  


• We strongly believe in promoting from within, and look first to our internal talent for open opportunities.
  
  

In return, Trinity Pension Consultants offers:

• 
  Salary dependent on experience
  
• Paid Time Off (PTO)
  
• 401(k) retirement plan
  
• Medical, Dental, Vision, H.S.A. effective Day 1
  
• Life Insurance, LTD, STD
  
• PTO Purchase
  
• Summer Fridays

Are you ready to join our team?

If you feel like you are the right candidate for this job, just click on the apply button. Our quick application should take you about 5 minutes to fill out and your information will be sent to our hiring team.

All qualified applicants will receive consideration for employment without regard to race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.

At this time, we are not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role.