[Remote] Actuarial Services Consultant

Note: The job is a remote job and is open to candidates in USA. July Business Services (JULY) is seeking an individual to join their growing Actuarial Services Team as a Compliance Consultant. The role involves managing a portfolio of Defined Benefit and Cash Balance plans, ensuring compliance and effective communication between actuarial and client service teams.ResponsibilitiesAssist in managing a portfolio of Defined Benefit (DB), Cash Balance (CB), and related 401(k) plans, ensuring timely and accurate service deliveryMonitor annual plan projects, calendars, and milestonesPerform and review contribution calculations, non-discrimination and coverage testing (e.g., 401(a)(4), 410(b), 401(a)(26), 415 limit) for DB and DC plansConduct compliance reviews to proactively identify and help fix operational failures or plan qualification issuesManage and coordinate plan termination timelines to ensure all requirements are met to pay out benefitsCoordinate with actuaries on plan valuations, funding requirements, and potential plan design changesDeliver expert guidance on plan administration and effectively communicate complex topics - particularly cross-tested and combo arrangements—to internal and external contactsMaintain knowledge regarding industry trends and legislative/regulatory requirements and changes specifically retaining to Retirement PlansMaintain documentation on client projects and responses within JULYs CRM software toolAd hoc projects and tasks as assignedSkills3+ Years Retirement Plan experience. DB/CB experience is appreciated but not requiredSolid computer skills including MS Office suite: Outlook, Word, Excel, Power Point, and TeamsProfessional and concise verbal, non-verbal, and written communication skillsStrong attention to detail and sense of urgencyCollaborative rapport and team skills with stellar interpersonal and relationship management skillsExceptionally organized individual who juggles multiple projects with minimal oversightSelf-starting, resourceful, solution seeker who works well independentlyCan do, client focused attitude who thrives on accountability, credibility, and trustworthinessTeam player with willingness to do no matter how small or large the taskPositive attitudeBachelor's Degree3+ years of experience in retirement plan administration, with a focus on DB and Cash Balance plansDesire to deliver the best internal and external client service possibleDedicated employee who finds enjoyment in service with a smileAbility to handle difficult conversations in a positive and professional mannerBenefits401(k) Plan with fully vested 5% employer matchCompany pays 100% of employee health insuranceGenerous Paid Time Off PolicyAbility to work remotelyCompany OverviewJuly Business Services is a provider of financial services across Texas. It was founded in 1994, and is headquartered in Waco, Texas, USA, with a workforce of 201-500 employees. Its website is http://www.julyservices.com.