- 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)
- …. The term " Raymond James " includes, but is not limited to Raymond James Financial Services, Inc . ("RJFS") and Raymond James Financial ... dynamic team environment to provide crucial support to the financial advisors and branch office. + Opens new client...and 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 collaboratively within a team environment. **_About NWPS:_** _Acquired by Raymond James on December 24, 2020, NWPS Holdings, Inc . and its wholly-owned ... Exchange_ _Commission. RJA_ _also is a member of the Financial Industry Regulatory Authority, the National Futures Association, and...advisors through its private client group under RJA's eponymous " Raymond James & Associates, Inc ."… more