Junior Consultant - NWPS

Raymond James•Mill Creek, WA

1d•$65,000 - $75,000•Hybrid

About The Position

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.

Requirements

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.
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.

Nice To Haves

Knowledge of retirement plan administration and recordkeeping systems such as Relius recordkeeping system, ASC retirement plan software and/or FT William preferred.
Strong customer service skills.
Strong Excel skills.
Client facing experience preferred.
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.

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 performing 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.