Co-op, Fidelity Workplace Consulting

Fidelity•Boston, MA

About The Position

Fidelity is well known for its outstanding investment management and benefits outsourcing services. We also offer extensive benefits consulting services consisting of design, financing, delivery and communication of all employee benefit programs at the same high level of quality and expertise that you expect from Fidelity. We are reinventing the consulting experience for our clients through our dedication to responsiveness, expertise and accuracy.

Requirements

Bachelor's Degree in Mathematics, Economics, Business or another quantitatively rigorous subject preferred
0-3 years of experience in 401(k), 403(b) industry or benefits consulting
Superior teamwork skills
Strong critical thinking and problem-solving skills
Excellent oral and written communication skills
Familiarity with spreadsheet and database programs
Ability to learn quickly and develop complex spreadsheets to perform quantitative analysis
Aptitude to balance and prioritize multiple projects in a fast-paced work environment
Interest in learning legislative and regulatory requirements (ERISA/IRS/DOL) for qualified and non-qualified defined contribution plan programs
Strong interpersonal and leadership skills including the ability to build relationships at multiple organizational levels and work (as needed) with individuals in cross-office locations

Nice To Haves

Interest in pursuing QKA or QKC (a plus)

Responsibilities

Providing advice to Chief Financial Officers and Human Resource Directors and/or Officers of mid to large size companies regarding their retirement and other benefit programs
Managing projects including defined contribution calculation, enhanced plan administration support, mergers & acquisitions, compliance, plan amendments and plan designs
Preparing and delivering reports and client presentations
Creating project plans and setting internal and client team expectations