Raymond James

Junior Retirement Plan Consultant - NWPS-2401017

Description

Overall Summary - NWPS

Come join us with helping people save for their future. Our company offers employers the ability to provide retirement savings plans to their employees through 401(k), 403(b) or other qualified plans. NWPS strives to provide an extraordinary work environment that supports the happiness and well-being of our staff, clients, and company, in that order. We believe we should all act in the best interest of our clients and fellow staff members, treat each other with respect, and expect the same of ourselves as we do from everyone else. Do the right thing, all the time, take care of clients, and we all succeed together. Join us to work on a team of critically-thinking, detailed-oriented people who support our clients and their employees with their retirement savings plans’ operation. You’ll oversee daily activities like investing payroll contributions, determining if an employee is eligible for benefits, process requests for withdrawals and more. As you learn and build your skills, you’ll have the chance to explore other career opportunities.

Job Summary

Under mentorship and supervision of a Senior consultant develop specialized knowledge, skills, and experience through a combination of independent study and hands on training. After the initial program, the ideal candidate would begin to manage a select group of qualified retirement plans that would include all aspects of plan design and day to day administration.

Key Responsibilities

• Manage retirement savings plan cash flow
• Investing Employee and Employer contributions
• Reconciling plan assets
• Monitor and analyze daily transactions
• Prepare and review deliverables for accuracy and quality
• Annual compliance testing and employer contribution calculations
• Form 5500 preparation and audit support
• Participant notice and plan document generation
• Accurately handle and process benefit payment and loan requests
• Respond promptly, professionally, and courteously to phone and email inquiries
• Discuss retirement savings plan features with employer clients and their employees
• Continuously gain knowledge of the financial industry and market through on-going education and industry certifications offered through ASPPA

Qualifications

Knowledge, Skills, and Abilities

• Excellent problem-solving and critical thinking ability
• Show initiative and be proactive when necessary
• Be highly organized, electronically and with paper
• Quality-driven with a strong sense of accountability
• Diagnose problems and offer resolution
• Communicate effectively, both verbally and in writing
• Be open and flexible in a dynamic environment focused on continuous improvement
• Operate standard office equipment
• Use required software applications, including Microsoft Office 365 and established databases
• Efficiently manage time and resources
• Establish and maintain effective working relationships at all levels of the organization
• Thrive in a fast-paced environment committed to meeting deadlines
• Work independently as well as collaboratively within a team environment

Educational/Previous Experience Requirements

• Associate’s or bachelor’s degree in Mathematics, Economics, Accounting, Finance, Computer Science, or other technical field of study or equivalent knowledge and experience.

Licenses/Certifications

• None

Compensation

• Commensurate with experience
• 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 425,000 plan participants and over $45 billion of assets under administration.

About Raymond James:

RJA is an investment adviser and full-service broker-dealer dually registered with the Securities and Exchange Commission. RJA also is a member of the Financial Industry Regulatory Authority, the National Futures Association, and the NYSE. RJA’s services include: private client; institutional equity and fixed income institutional sales; investment banking; trading activities; and operations and administration. RJA employs approximately 3,200 financial advisors through its private client group under RJA’s eponymous “Raymond James & Associates, Inc.” and “Alex. Brown, a Division of Raymond James.”

RJA serves as a clearing broker-dealer and custodian for many of our affiliated broker dealer/ investment advisor subsidiaries, including RJFS and RJFSA. Additionally, RJA provides trade execution, custody, and clearing services to non-affiliated registered investment advisers and introducing broker-dealers through its RIA & Custody Services Division (RCS).

Raymond James Guiding Behaviors 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. 

Job

Operations

Primary Location

US-MD-Baltimore-Towson

Organization

NWPS

Schedule

Full-time

Shift

Day Job

Travel

No

Eligible for Discretionary Bonus Yes

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