- 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)
- **Job Summary** The Relationship Manager - NWPS , under limited supervision, will use specialized knowledge and skill obtained through experience, specialized ... consultants and provide guidance on complex issues + Participant in internal Consultant training program + Monitor and review client deliverables for accuracy and… more
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