Job Description

An in-office, three-day-a-week hybrid schedule for a candidate local to one of our offices is preferred.

Under the mentorship and supervision of a senior consultant, you will develop specialized knowledge, skills, and experience through a combination of independent study and hands-on training. After completing the initial program, you will begin managing a select group of qualified retirement plans, which will involve all aspects of plan design and daily administration. Your responsibilities will include overseeing daily activities such as investing payroll contributions, determining employee eligibility for benefits, and processing related tasks, withdrawal requests, and more.

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 payments 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 ongoing education and industry certifications offered through ASPPA.

Skills:

• 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.

Licenses/Certifications

• None

Education

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

Work Experience

General Experience - 7 to 12 months

Certifications

Salary Range

$70,000.00-$80000.00

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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