Description
A Senior Retirement Valuation Specialist will take responsibility for managing and ensuring the valuation process and ensuring projects are completed on time and within budget. Position has advanced knowledge of the business area, as well as responsibility for guiding work and coordinating work flow. To fulfill this role, a Senior Retirement Valuation Specialist may be responsible for some or all of the following:
· Manage and coordinate the valuation to ensure that tasks are completed on time and within budget
· Liaise with the local offices in order to complete valuations
· Review actuarial valuations, liability work and financial results
· Responsible for signing off on agreed calculation method/approximations
· As subject matter expert, provide guidance and interpretations to staff
· Secure resources and ensures proper staffing on projects
· Interpret plan documents
· Train, advise and mentor staff
· Adhere to all peer review and project management requirements
· Review and evaluate complex work performed by staff
· Participate in staff performance evaluations
Qualifications
· BA/BS degree in business, mathematics, statistics, or related field; Actuarial designation (FSA, ASA or EA) preferred
· 5-8 years relevant work experience, or demonstrated ability to perform the essential functions of the job
· Ability to demonstrate an in-depth understanding of the principles behind a valuation.
· Advanced level of project management, preferably using Mercer Project Management processes
· Analytical skills and proficiency in Microsoft Excel and Word
· Ability to interpret complex plan documents, provisions and administrative practices
· Demonstrated management and supervisory skills
· Ability to work in a team environment with rapidly changing priorities and demands
· Attention to detail and strong organizational skills
· Strong focus on providing service to clients
· Excellent interpersonal skills; strong oral and written communications skills