Job Description
Job Summary Partners with Senior Consultant to use and grow the specialized knowledge and skills obtained through experience, specialized training or certification to administer qualified and nonqualified retirement plans, this includes all aspects plan design, compliance testing, day to day administration, maintaining and fostering client relationships. Uses strong problem-solving skills to research and determine potential strategies to review with the Senior Consultant to solve client needs. Manages own personal and professional growth and expansion of consulting skills through on-going education and experiences.
Eligible for hybrid or remote work environments. For candidates seeking a remote environment, experience with Relius Recordkeeping is required.
Essential Duties and Responsibilities Partner with Senior Consultant on the following tasks with the ultimate goal assuming responsibility for these tasks for their own group of Defined Contribution Retirement Plans:
•Perform project tasks independently, and with oversight from a Senior Consultant for newly assigned task
•Consult with clients regarding all aspects of plan design
•Oversee day to day administration, annual compliance testing, Form 5500 preparation, trust Accounting, participant notices and plan document
•Maintain client relationships to ensure high quality deliverable
•Anticipate client needs and formulate solutions to client issue
•Manage and mentor junior analyst
•Prepare and review deliverables for accuracy and quality
•Manage own personal and professional development; seek opportunities for professional growth and expansion of consulting skills and experience
Qualifications: Knowledge, Skills, and Abilities Knowledge of •Able to perform compliance testing, discuss plan design, prepare annual reports and complete DOL and IRS forms with support from Senior Consultant, as needed
•Able to prioritize, work on multiple projects simultaneously, work independently and drive tasks to completion with support from Senior Consultant, as needed
•Operating standard office equipment and using required software applications, including Microsoft Office and established database
•Knowledge of the Relius recordkeeping system preferred
Skill in •Communicating effectively, both orally and in writing
•Experience fostering client relationship
•Strong customer service skill
•Strong Excel skill
Ability to •Strong problem solving including an ability to research and determine potential strategies to review with Senior Consultant to solve client need
Educational/Previous Experience Requirements •Bachelor's degree (B.A.) in a related field
•3 - 4 years of experience in the retirement field, client facing experience preferred
Licenses/Certifications •QKA or QPA designation preferred
Compensation •$70,000 - $85,000
•Competitive benefits package
For more information about Raymond James & Associates (RJA) and Northwest Plan Services (NWPS), please visit:
About NWPS: Acquired by Raymond James on December 24, 2020, NWPS Holdings, Inc. and its wholly-owned subsidiaries doing business as NWPS and Northwest Plan Services provide retirement plan administration services, recordkeeping, consulting, actuarial, compliance and participant services.Based in Seattle, Washington, NWPS provides high-quality service to benefit plan sponsors, participants and advisors and is committed to serving its clients. NWPS has over 1,100 clients nation-wide with over 417,000 plan participants and over $44 billion of assets under administration.
About Raymond James: Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF).
Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,600 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.22 trillion.
Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
Raymond James Guiding Behaviors At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
•Grow professionally and inspire others to do the same
•Work with and through others to achieve desired outcome
•Make prompt, pragmatic choices and act with the client in mind
•Take ownership and hold themselves and others accountable for delivering results that matter
•Contribute to the continuous evolution of the firm
Job Tags
Remote job, Overseas,