- Raymond James Financial, Inc. (Seattle, WA)
- …+ Manage and mentor analysts + Manage a select group of retirement plans + Responsible for all aspects of plan design + Oversee day-to-day administration, annual ... compliance testing, Form 5500 preparation, and trust accounting + Drafting participant notices and plan documents + Client relationship management ensuring high-quality deliverables + Perform project tasks independently, and direct the efforts of others +… more
- Raymond James Financial, Inc. (Seattle, WA)
- … James . The term " Raymond James " includes, but is not limited to Raymond James Financial Services, Inc. ("RJFS") and Raymond James ... dynamic team environment to provide crucial support to the financial advisors and branch office. + Opens new client...its employees are_ **_independent contractors with respect to Raymond James_** _; not employees of Raymond… more
- Raymond James Financial, Inc. (Seattle, WA)
- …The Relationship Manager - NWPS, under limited supervision, will use specialized knowledge and skill obtained through experience, specialized training or ... certification to support and serve as a resource for internal plan Consultants as well as external clients regarding all aspects of retirement plans, including complex plan design, compliance testing, plan operations, client relationship management, and review… more
- Raymond James Financial, Inc. (Seattle, WA)
- …as well as collaboratively within a team environment. **_About NWPS:_** _Acquired by Raymond James on December 24, 2020, NWPS Holdings, Inc. and its ... and over $45 billion of assets under administration._ _About Raymond James :_ _RJA is an investment adviser...Exchange_ _Commission. RJA_ _also is a member of the Financial Industry Regulatory Authority, the National Futures Association, and… more
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