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Form of workOverall 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
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 over 417,000 plan participants and over $44 billion of assets under administration.
About Raymond James:
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF).
Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,600 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.22 trillion.
Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
