• Consultant - NWPS

    Raymond James Financial, Inc. (WA)


    Job Description 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, including all aspects of plan design, compliance testing, day-to-day administration, and 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 ongoing education and experiences.

    Job Description

    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.

     

    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.

    Licenses/Certifications

    + QKA or QPA designation preferred.

    ***SIE not required***

    Education

    Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance

    Work Experience

    General Experience - 3 to 6 years

     

    Certifications

     

    Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

     

    Salary Range

     

    $80,000.00-$0.00

     

    Travel

     

    Less than 25%

     

    Workstyle

     

    Remote

     

    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 outcomes

    • 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

     

    At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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