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Buck - Senior Associate-AT, Wealth

Company: Buck
Location: Berwyn
Posted on: January 17, 2020

Job Description:

DescriptionSenior Associate (Actuarial), Wealth Practice at BuckBUCK - A 102-year-old firm that is JUST GETTING STARTED. Buck - Senior Associate (Actuarial) - Wealth Practice (Berwyn, Pennsylvania)At Buck, our people make the difference. Founded over 100 years ago, we help deliver on the promise of Our health, wealth, technology and consulting services allow us to deliver on the MANY needs of our clients by drawing on our strength, DIVERSITY, and experiences in creating outcomes. This means we meet our clients where they are in the creation of their future while being respectfully bold in providing practical solutions to new realities. We honor our commitments and leave things better than when we started. We are a team of difference makers in global locations that have each other's backs working together as a team. What's your next move? Job Summary: Works on a variety of client service projects under the supervision of more experienced consultants with opportunity for significant client contact. These services include actuarial valuations, special projects and plan administration, all at the level appropriate to the individuals knowledge and experience. The primary focus of the Sr. Associate level is to complete projects with minimal guidance from a manager and to check and provide a thorough first review of work done at the Associate level. Every opportunity should be made to teach, train and develop the Associate. Key Job Responsibilities/Job Description:

  • Has regular email and telephone contact with clients on data and administrative matters and attends client meetings.
  • Prepares complex valuation data or oversees associates in the preparation of straightforward valuation data. Includes supervising associates as they are receiving and reviewing data from clients and other vendors to ensure internal and year-to-year consistency.
  • Able to complete parts of a valuation without supervision or supervise associates in doing so.
  • Supervises the preparation of actuarial letters and reports.
  • Oversees the preparation of Schedule SBs and government filings.
  • Completes special projects or assignments as instructed by your supervisor/manager.
  • Oversees the drafting and editing of PowerPoint presentations for effective communication of results and concepts.
  • Acts in the role of billing manager (or helps the billing manager).
  • Helps the client team by overseeing the drafting of email correspondence by creating effective communications.
  • Attain billable hours objective.Qualification Requirements:
  • Bachelors degree or equivalent
  • Degree in math, actuarial science or economics concentration preferred.
  • Generally 1-3 years of experience.
  • Passed at least one, preferably at least two, SOA courses.All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.At Buck, were exclusively focused on helping our clients and their people succeed together. By this, we mean were partnering with some of the world's most forward-thinking companies to re-envision and re-design the way that employees work and live. And were doing this by finding the right combination of consulting, outsourcing, and technology solutions to help our clients realize the best organizational performance for their businesses while driving positive health, wealth, and career outcomes for their people.QualificationsBehaviorsPreferred
    • Team Player: Works well as a member of a group
    • Dedicated: Devoted to a task or purpose with loyalty or integrity
    • Enthusiastic: Shows intense and eager enjoyment and interest
    • Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done wellMotivationsPreferred
      • Growth Opportunities: Inspired to perform well by the chance to take on more responsibility
      • Self-Starter: Inspired to perform without outside helpEducationPreferred
        • Bachelors or betterExperiencePreferred
          • requires 5 years in a benefit consulting role

Keywords: Buck, Philadelphia , Buck - Senior Associate-AT, Wealth, Other , Berwyn, Pennsylvania

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