Role Summary
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Associate-level financial and actuarial role supporting employee benefits clients in Glendale, CA. You will perform routine to moderate financial analyses, consult with clients, and support Account Managers on benefits strategy and plan design.
JOB DESCRIPTION SUMMARY
- Perform financial analysis and client consultations for employee benefits
- Support Account Managers and Producers on routine to moderate assignments
- Direct customer contact and client-facing advisory work
- Requires Bachelor’s degree and 2 years’ related experience
- Glendale, CA-based role with flexible hours varying by office
DOMAIN EXPERTISE
- Financial analysis for clients
KEY REQUIREMENTS
- Bachelor’s degree required
- 2+ years related financial or actuarial experience
- Strong Microsoft application skills, including Excel and Word
- Client-facing experience with financial analysis
- Eligible to work in the US (see company eligibility link)
TECH STACK
- Excel
- Word
