Principal Duties/Responsibilities
• Perform detailed technical review of all work products. Projects include: annual funding and expense valuations for qualified, non-qualified and post retirement welfare plans, reconciling client data and assets, government forms and statements. • Respond to queries from consultants with respect to plan provisions and valuation results and resolve/escalate any problems or issues
- Partner with the Team Leader on managing projects, training and supervision of junior associates
• Successfully manage own workload while proactively resolving conflicting priorities or other workload issues within the team. • Develop a trusted advisor relationship with service center client teams through effective communication and efficient, quality execution of projects. Serve as a contact for the US office client team. • Manage expectations and raise appropriate issues to internal and consulting office project managers. • Contribute to the development of new tools and approaches • Identify opportunities to enhance quality and/or improve processes to reduce costs • Meet production hours as expected by the business • Manage projects and leverage resources to produce quality deliverables on time and within budget • Serve as a mentor and provide technical guidance to junior associates