Retirement Specialist - NWPS in San Jose, CA at honor foundations

Job Requirements

Knowledge of

Excellent problem solving including an ability to independently research and determine strategies to solve client needs

Operating standard office equipment and using required software applications, including Microsoft Office and established databases

Knowledge of the Microsoft Office products

Knowledge of Salesforce, OMNI, and WEX Cloud (not required but prefer)

Skill in

Excellent customer service skills

Communicating effectively, both orally and in writing

Ability to

Ability to multi-task and meet deadlines

Capability to learn new systems and processes

Able to prioritize, work independently and drive tasks to completion

Proactive customer service mentality

Handle multiple ongoing projects

The position is eligible for a hybrid work environment, after the training period. Must live within commuting distance to the San Jose, CA Office.

Education/Previous Experience

Bachelor%26rsquos degree, preferable in Mathematics, Accounting, Economics, Finance, Computer Science, or other technical majors and a minimum of three (3) to four (4) years of experience, preferably client facing and in the retirement industry.

or

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

Licenses/Certifications

N/A

Travel

None required

Compensation

$75,000 - $95,000

Competitive benefits package

For more information about Raymond James %26amp Associates (RJA) and Northwest Plan Services (NWPS), please visit: https://www.nwpsbenefits.com/

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 over 417,000 plan participants and over $44 billion of assets under administration.

About Raymond James:

Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF).

Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,600 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.22 trillion.

Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm%26#39s 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