Actuarial Associate Jobs

WHO are we looking for?

CAPTRUST is seeking an Actuarial Associate who will work with our Financial Advisors, client services professionals, and occasionally directly with firm clients to fulfill investment-related projects and deliverables for prospective and existing clients. The Actuarial Associate assignments will include preparation of annual funding valuations, participant benefit statements, accounting expense reports and disclosures, government filings and benefit calculations for the company's client base. Projects include cost estimates for plan changes, postretirement welfare plan valuations, cash contribution & expense forecasts and actuarial studies for assumption changes. This is a full-time position working Monday through Thursday from 8:30 a.m. to 5:30 p.m. and Friday from 8:30 a.m. to 4:00 p.m.

Responsibilities

• Updating valuation software for required changes, determining plan liabilities and reconciling plan assets
• Perform plan administrative tasks such as completing benefit calculations and projected benefit estimates, reviewing plan documents and SPDs, produce benefit statement, research and gather information
• Prepare contribution requirements and accounting costs
• Design, review and help administer retirement plans & perform annual pension and post-retirement welfare valuations for a variety of clients. While performing data manipulation and analysis

Qualifications

• Completion of a four-year college degree – Actuarial Science preferred, or other field with a proficiency in Mathematics, Finance, Economics, or Accounting

Desired Qualifications/Skills

• Collaborative and team-oriented
• Significant experience with Microsoft products, especially Excel/PowerPoint
• Strong communication skills, both written and verbal
• Strong attention to detail
• Ability to manage multiple assignments, set priorities, and adapt to changing assignments
• Prior actuarial experience within a consulting firm is a plus
• Completion of at least one actuarial exam is preferred

WHAT can you expect from your career at CAPTRUST?

Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.

Our Employee Benefits Package shows how much we value our team. Some benefits include:

• Comprehensive health coverage + Virgin Pulse wellness platform
• Employee ownership opportunities
• Brick Bonus success sharing program
• Actuarial Student Program providing support for completion of actuarial exams towards obtaining credentials in the actuarial profession
• 401(k) program with a 5% employer match + financial planning for colleagues

WHERE will you be working?

40 Wall Street 56th Floor | New York, NY 10005 or other CAPTRUST Offices

HOW do we build a world class organization one brick at a time?

We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.

Are you the next brick?

To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:

• Inherent desire to give back to our communities and enrich the lives of those around us
• An other-centered mindset
• Integrity through maintaining objectivity
• Ability to build successful, collaborative, and trusting relationships
• A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
• Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information

EEO/Diversity Statement

At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported..

CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination. #associate