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Career Opportunities
The retirement field is dynamic and complex. We strive to maintain the highest level of quality and service for our clients. It is important for us to ensure that our staff is well trained, knowledgeable and competent. To enable the business to grow and provide the quality and service that has come to be expected of Dunbar, Bender & Zapf, Inc., we are regularly seeking to expand our workforce with highly motivated, productive and dependable individuals.
Actuarial Analyst Trainee, Defined Benefit and
Benefits Analyst Trainee, Defined Contribution
Primary Tasks and Responsibilities
Trainees at Dunbar, Bender & Zapf learn and assist with the completion of the valuation process including the data preparation, asset balancing, preparation of contribution calculations, all required testing, completion of the government tax form filings, and benefit statement preparation utilizing various software packages and computer systems. They will also assist in the preparation of benefit calculations for retirements, terminations and other forms of plan distributions. Trainees learn the process of plan termination and assist with the preparation of benefit calculations, participant notices and government filings. Throughout the training process, trainees are instructed on the various plan laws and regulations.
Qualification Guidelines
While little or no prior employee benefits professional experience is required, trainees must be systems-oriented, have a working knowledge of MS Office applications, including an advanced level of proficiency with MS Office Excel. Trainees must have good written and verbal communication skills, must have strong deductive reasoning skills, and must be attentive to details. Trainees are expected to effectively manage their workloads independently, but recognize when they need to seek assistance.
Our ideal Benefit Analyst Trainee would be a recent college graduate or someone re-entering the workforce, with a four-year degree in business, accounting, finance, mathematics, information management or other related fields.
An ideal Actuarial Analyst Trainee will have a four-year degree in mathematics or actuarial science and will have programming experience.
Professional Development and Memberships
All employees of Dunbar Bender & Zapf, Inc. are strongly encouraged to enhance their job related knowledge and skills by sitting for Enrolled Actuaries examinations and professional examinations through the American Society of Pension Professionals and Actuaries (ASPPA). We provide financial support for professional designation examinations.
Actuarial Analyst, Defined Benefit and
Benefits Analyst, Defined Contribution
Primary Tasks and Responsibilities
Analysts at Dunbar, Bender & Zapf are responsible for the completion of the valuation process including the data preparation, asset balancing, preparation of contribution calculations, all required testing, completion of the government tax form filings, and benefit statement preparation utilizing various software packages and computer systems. They are also responsible for the preparation of benefit calculations for retirements, terminations and other forms of plan distributions. They complete plan termination duties, including the benefit calculations, government filings and notices. Analysts perform plan design studies and work with the Compliance Department to prepare plan documents, amendments and all required notices. They must keep abreast of and comply with pension law changes and regulations. They are expected to work with department managers and actuaries to improve processes and increase efficiency and profitability. Analysts will communicate directly with clients, either by e-mail, phone or in-person. They may also train and mentor the Actuarial Analyst and Benefit Analyst Trainees.
Qualification Guidelines
Analysts must have a working knowledge of MS Office applications, including an advanced level of proficiency with MS Office Excel. They must also have good written and verbal communication skills, must have strong deductive reasoning skills, and must be attentive to details.
Benefits Analyst Requirements:
- Four-year degree in business, accounting, finance, mathematics, information management or other related fields
- Minimum of two (2) years experience in the administration of qualified retirement plans
- Advanced skills with computer software applications, including Microsoft Office and plan administration software (knowledge of SUNGARD Relius applications is preferred)
- Relevant professional qualifications or credentials are a definite plus.
Actuarial Analyst Requirements:
- Four-year degree in mathematics or actuarial science
- Minimum of two (2) years experience in defined benefit plan administration
- Advanced skills with computer software applications, including Microsoft Office, plan administration software (knowledge of Wystar is preferred) and programming experience
- Relevant professional qualifications or credentials are a definite plus.
Professional Development and Memberships
All employees of Dunbar Bender & Zapf, Inc. are strongly encouraged to enhance their job related knowledge and skills by sitting for Enrolled Actuaries examinations and professional examinations through the American Society of Pension Professionals and Actuaries (ASPPA). We provide financial support for professional designation examinations.
If you would like additional information or would like to submit a resume, submit to B. Garbutt via: bgarbutt@dbzinc.com, or www.dbzinc.com at Contact Us, or Dunbar, Bender & Zapf, Inc., Frick Building, Suite 1100, 437 Grant Street, Pittsburgh, PA 15219
