Senior Consultant - NWPS in Seattle, WA at honor foundations

Job Requirements

Knowledge of

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

Skill in

Providing excellent customer service

Critical thinking

Communicating effectively, both orally and in writing

Ability to

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

Education/Previous Experience

Bachelor%26rsquos degree, preferably in Mathematics or Business Administration and

5 %26ndash 7 years of experience in the retirement field including consulting with clients

Licenses/Certifications

QKA or QPA designation preferred

Travel Required

Minimal

Compensation

$80,000 - $110,000

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 8,800 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.57 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