Senior Consultant - NWPS

Northwest Plan Services • Seattle, WA

300d • $80,000 - $100,000 • Remote

About The Position

An in-office, three-day-a-week hybrid schedule for a candidate local to one of our offices is preferred. A candidate who is not geographically close to one of our locations can be considered for fully remote work if this candidate has retirement plan administration expertise. Manage a select group of qualified and nonqualified retirement plans, which may include all aspects of plan design, overseeing day-to-day administration, trust accounting, participant notices, plan documents, compliance testing, and leading a team of analysts. Continuously gain knowledge of the retirement plan industry through ongoing education.

Requirements

• Excellent problem solving including an ability to independently research and determine strategies to solve client needs
• Experience fostering client relationships
• Operating standard office equipment and using required software applications, including Microsoft Office and established databases
• Knowledge of the Omni recordkeeping system
• Basic scripting
• Experience with rate group testing, earned income calculations, and other advanced types of compliance testing
• Experience with retirement plan conversions, acquisitions, and divestitures
• Providing excellent customer service
• Critical thinking
• Communicating effectively, both orally and in writing
• Perform complex compliance testing, discuss plan design, prepare annual reports, and complete DOL and IRS forms
• Prioritize, work independently and drive tasks to completion
• Lead project teams and function with multiple tasks and deadlines concurrently
• Handle multiple ongoing projects
• Conduct meetings with client senior leadership

Nice To Haves

• QKA or QPA designation preferred

Responsibilities

• Manage and mentor analysts
• Manage a select group of retirement plans
• Responsible for all aspects of plan design
• Oversee day-to-day administration, annual compliance testing, Form 5500 preparation, and trust accounting
• Drafting participant notices and plan documents
• Client relationship management ensuring high-quality deliverables
• Perform project tasks independently, and direct the efforts of others
• Anticipate client needs and formulate solutions to client issues
• Prepare and review deliverables for accuracy and quality
• Plan and lead client meetings
• Provide training
• Participate in prospective client proposal presentations
• Manage own personal and professional development; seek opportunities for professional growth and expansion of consulting skills and experiences

Benefits

• 401k
• health_insurance
• dental_insurance
• vision_insurance
• tuition_reimbursement
• professional_development

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Professional, Scientific, and Technical Services
• Education Level: Bachelor's degree