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WTW Senior Retirement Actuarial Specialist in Taguig, Philippines

As a Retirement Specialist for Consulting supports the delivery of quality Retirement solutions covering plan valuations, design & review including plan conversions, plan administration, and other retirement benefit services. The Retirement Specialist/Consultant may also get involved in insurance, health, and other risk projects requiring actuarial support.

Performance Objectives:

  • Provides technical assistance to the Consultant/Senior Consultant in the following areas:

  • Data preparation, validation & reconciliation

  • Assumption setting

  • Actuarial valuation of retirement plans, including the use of WTW standard valuation software.

  • Analysis of valuation results

  • Plan benchmarking, design, and costing

  • Retirement plan set-up, review, and harmonization

  • Benefit projections and individual benefit calculations

  • Other projects requiring actuarial skills (other employee benefits, insurance, HMO, etc.)

  • Prepares the following reports:

  • Actuarial valuation reports for local funding and accounting standards (local and international) purposes

  • Comparative plan summaries upon request of clients

  • Drafting of plan rules

  • Presentation and sales materials

  • Assists the Consultant/Senior Consultant in the presentation of results.

  • May act as the lead and client’s main contact person within WTW.

The Requirements:

  • +3 years experience conducting core valuation work in a client-service-oriented environment with large corporate defined benefit plans; defined contribution plan experience a plus

  • Proven experience managing multiple projects within prescribed project guidelines

  • Strong client relationship, interpersonal, and team skills

  • Strong written and verbal communication skills

  • Ability to ask the right questions and seek help where appropriate

  • Ability to respond to all communications effectively and on time

  • Flexibility and proven ability to diagnose and resolve issues; strong client service orientation

  • Demonstrated leadership qualities

  • Ability to work both independently and on client teams and enjoy a fast-paced environment

  • Sense of accountability; owning one’s work and taking pride in it

  • Self-starter; interest in continually challenging oneself and willing to step outside of one’s comfort zone

  • Interest and ability to think beyond the task at hand and understand how one’s work fits into the broader landscape

  • Strong analytical and integrative skills including the ability to draw conclusions and identify trends from data in a logical, systematic way

  • Excellent Microsoft Office skills, particularly Excel.

  • Bachelor’s Degree in Actuarial Science, Mathematics, Statistics, or other related fields

  • Significant actuarial exam progress toward AASP/ASA credentials

  • Background in accounting, finance, investment, and economics

WTW is an Equal Opportunity Employer

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