Job Information
Raymond James Financial, Inc. Retirement Specialist - NWPS in San Jose, California
Description
Job Summary
Under limited supervision uses specialized knowledge and skill obtained through experience, specialized training or certification to serve as a resource for administration of a select group of qualified retirement and health reimbursement plans, which may include all aspects of plan design, overseeing day to day administration, Trust Accounting, participant notices, and plan documents.
Essential Duties and Responsibilities
Assist to manage a select group of Defined Contribution Retirement and Health Reimbursement Plans
Oversee day to day administration, compliance documents and notices, and annual audits
Assist to manage retirement plan cash flow
Monitor and process daily transactions and data collection, including Loan, Distribution, Contributions, and Enrollment transactions.
Handle benefit payment requests with accuracy
Respond accurately to phone and email inquiries in a professional and courteous manner
Explain retirement plan features with clients and their employees
Handle Health Reimbursement claim review, approval and payment processing.
Perform project tasks independently
Anticipate client needs and formulate solutions to client issues
Prepare and review deliverables for accuracy and quality
Qualifications
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’s 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 & 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.
Job: Administrative & Support Services
Primary Location: US-CA-San Jose-San Jose
Organization NWPS
Schedule Full-time
Job Shift Day Job
Travel No
Req ID: 2401774
Raymond James Financial, Inc.
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