Job Description
Job Description
Responsibilities:
- Collect client information on annual basis; maintain client records
- Prepare preliminary financial filings for review by senior administrators
- Network and build relationships with new and existing client base
- Prepare presentations under the supervision of pension actuary that will recommend various plan designs
Qualifications:
- Ability to build rapport with clients
- Strong analytical and critical thinking skills
- Excellent written and verbal communication skills
Company DescriptionServicing clients in tri-state area for over 40 years
Company Description
Servicing clients in tri-state area for over 40 years