Job Description Summary

Under supervision, supports daily operations for clients’ retirement plans and their participants. You will work directly with the Senior Consultants on those clients and as part of a larger team to ensure general operations are running smoothly. You will oversee daily activities such as investing payroll contributions, determining participant eligibility for benefits, processing requests for withdrawal, and any other activity that the client and their participants may need. Your guidance is provided to perform varied work that is difficult in nature, requiring evaluation, originality, and ingenuity to make moderately complex decisions.

Job Description

This position will follow our hybrid work model. We expect the selected candidate to live within commuting distance of the NWPS Seattle, WA, Office.

Responsibilities:

• Manage retirement plan cash flow
• Monitor and analyze daily transactions and data collection
• Handle benefit payment requests with accuracy
• Review and execute trades as part of a nightly trading team, working non-standard hours one to three nights a week.
• Respond accurately to phone and email inquiries professionally and courteously.
• Discuss retirement plan features with clients and their employees.

Skills:

• Communicating effectively, both orally and in writing
• Excellent problem-solving capability
• Strong critical thinking
• Basic scripting
• Operating standard office equipment and using required software applications, including Microsoft Office and established databases
• Team player who can also be an independent contributor
• Excellent analytical, critical thinking, and problem-solving skills sufficient to recognize and detect errors and offer resolution.
• Communicate effectively, both orally and in writing, to all levels of associates and clients.
• Operating standard office equipment and using required software applications to produce documents such as reports, graphics, electronic communication, spreadsheets, and databases.
• Analyze retirement plan cash flow.
• Multi-task and work in a fast-paced, team-oriented environment.
• Efficiently manage time and resources to overcome quantitative and analytical challenges as they arise.
• Establish and maintain effective working relationships at all levels of the organization.
• Work under stress created by time deadlines and work volume fluctuations.
• Prepare and deliver clear, effective, and professional presentations.
• Communicate both orally and in writing, with all levels of the organization and external clients.
• Work independently as well as collaboratively within a team environment.

Education/Previous Experience:

•              Bachelor’s degree in Mathematics, Economics, Accounting, Finance, Computer Science, or other technical major, or a minimum of three (3) years of relevant experience in financial services.

•              OR

•              Any equivalent combination of education, training and/or experience approved by Human Resources

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 425,000 plan participants and over $45 billion of assets under administration.

About Raymond James:

RJA is an investment adviser and full-service broker-dealer dually registered with the Securities and Exchange Commission.  RJA also is a member of the Financial Industry Regulatory Authority, the National Futures Association, and the NYSE.  RJA’s services include private clients, institutional equity and fixed-income institutional sales, investment banking, trading activities, and operations and administration. RJA employs approximately 3,200 financial advisors through its private client group under RJA’s eponymous “Raymond James & Associates, Inc.” and “Alex. Brown, a Division of Raymond James.”

RJA serves as a clearing broker-dealer and custodian for many of our affiliated broker-dealer/ investment advisor subsidiaries, including RJFS and RJFSA. Additionally, RJA provides trade execution, custody, and clearing services to non-affiliated registered investment advisers and introducing broker-dealers through its RIA & Custody Services Division (RCS).

Education

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

Work Experience

General Experience - 13 months to 3 years

Certifications

Salary Range

$55,000.00-$68,016.00

Travel

Less than 25%

Workstyle

Hybrid

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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