Junior Consultant NWPS

Job Description Summary

Job Description

Essential Duties and Responsibilities

Work closely with a Senior Consultant to build the expertise needed to independently manage an assigned group of Defined Contribution Retirement Plans. Through mentoring training and hands-on experience progressively assume responsibility for the following activities:

• Perform assigned project tasks independently seeking guidance from a Senior Consultant when assuming new responsibilities
• 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
• 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
• Able to prioritize work on multiple projects simultaneously work independently and drive tasks to completion
• Operating standard office equipment and using required software applications including Microsoft Office and established databases
• Knowledge of retirement plan administration and recordkeeping systems such as Relius recordkeeping system ASC retirement plan software and/or FT William preferred

Skill in:

• Communicating effectively both orally and in writing
• Experience fostering client relationships
• Strong customer service skills
• Strong Excel skills

Ability to:

• Strong problem-solving skills including the ability to research complex issues evaluate potential solutions and collaborate with a Senior Consultant to address client needs.

Educational/Previous Experience Requirements

• Bachelors degree (B.A.) in a related field
• 2 years of experience in retirement plan administration recordkeeping employee benefits or a related field. Relevant experience in payroll human resources accounting or financial services will be considered.
• Client facing experience preferred

Licenses/Certifications

• ASPPA credentials such as QKS QKA QKC QPA CPC or NQPC preferred; a willingness to pursue and earn ASPPA credentials upon hire is highly valued.

Education

Work Experience

Certifications

Salary Range

Travel

Workstyle

The total compensation for this position includes base salary or wages and may include components such as additional compensation (cash or equity) discretionary bonuses or commissions. This position is eligible for a benefits package that may include medical dental and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation holidays and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered visit .

At Raymond James our associates use five guiding behaviors (Develop Collaborate Decide Deliver Improve) to deliver on the firms 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.