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.

　　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 documents

　　Maintain client relationships to ensure high quality deliverables

　　Anticipate client needs and formulate solutions to client issues

　　Manage and mentor junior analysts

　　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 experiences

　　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 databases

　　Knowledge of the Relius recordkeeping system preferred

　　Skill in

　　Communicating effectively, both orally and in writing

　　Experience fostering client relationships

　　Strong customer service skills

　　Strong Excel skills

　　Ability to

　　Strong problem solving including an ability to research and determine potential strategies to review with Senior Consultant to solve client needsEducational/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 preferredCompensation

　　$70,000 - $85,000

　　Competitive benefits package

　　For more information about Raymond James & Associates (RJA) and Northwest Plan Services (NWPS), please visit: https://www.nwpsbenefits.com/

　　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.

　　Job: Administrative & Support Services

　　Primary Location: US-WA-Mill Creek-Mill Creek

　　Other Locations: US-MD-Baltimore-Towson, US-WA-Seattle-Seattle, US-CA-San Jose-San Jose

　　Organization NWPS

　　Schedule Full-time

　　Job Shift Day Job

　　Travel No

　　Req ID: 2400275