Actuarial Analyst, Retirement

Gallagher•Framingham, MA

About The Position

At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher. Assists all Retirement Consultants with each aspect of the client servicing relationship, including building, expanding and retaining quality relationships with existing clients and future clients at all levels. Supports Producers with prospecting related activities and the transition of newly acquired clients. Provides analytical support including, but not limited to, due diligence, Investment Management Reports, RFP assembly and analysis, investment analysis, quarterly investment delivery and replacement, quarterly plan updates, annual report reviews, and investment policy statement origination and review.

Requirements

Bachelor's degree plus 1 or more years' client coordination and/or investment advisory experience specific to the retirement industry.
Working knowledge of Microsoft Windows applications and MS Office.
Excellent verbal and written communication skills.
Travel required (10%).

Nice To Haves

Critical thinking and good judgment to quickly determine and prioritize key issues.
Ability to work under the pressure of deadlines and work extra hours if needed on particular assignments.

Responsibilities

Scheduling and attending select investment review meetings
Writing quarterly investment documentation
Creating participant communication plans/strategies
Obtaining current administrative reports from plan provider
Managing and executing annual disclosure requirements.

Benefits

Medical/dental/vision plans, which start from day one!
Life and accident insurance
401(K) and Roth options
Tax-advantaged accounts (HSA, FSA)
Educational expense reimbursement
Paid parental leave
Digital mental health services (Talkspace)
Flexible work hours (availability varies by office and job function)
Training programs
Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
Charitable matching gift program