Job Description

Partners closely with a Senior Consultant to support all aspects of qualified and nonqualified retirement plan administration while building consulting expertise through training, mentoring, and hands-on experience. Develops specialized knowledge in plan design, compliance testing, day-to-day administration, and client relationship management through experience, education, and certification. Researches complex issues and identifies solutions to address client needs with guidance and support from a Senior Consultant as needed. Takes ownership of personal and professional growth while expanding consulting skills through ongoing education, practical experience, and professional development opportunities.

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

• Bachelor’s 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

Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance

Work Experience

General Experience - 13 months to 3 years

Certifications

Salary Range

$65,000.00-$75,000.00

Travel

Less than 25%

Workstyle

Hybrid

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 Myrjbenefits.com.

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.

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