Job Summary
Join us with helping people save for their future. Our company offers employers the ability to provide retirement savings plans to their employees through 401(k), 403(b) or other qualified plans.
NWPS strives to provide an extraordinary work environment that supports the happiness and well-being of our staff, clients, and company, in that order.
We believe we should all act in the best interest of our clients and fellow staff members, treat each other with respect, and expect the same of ourselves as we do from everyone else. Do the right thing, all the time, take care of clients, and we all succeed together.
This role provides operations support as a liaison between NWPS and new clients, including plan transfers, start-up plans or plan mergers. They serve as the main implementation liaison to internal departments and will be responsible for communicating the plan strategy, asset transfer and payroll specifications to the clients.
Eligible for hybrid or remote work environments. For candidates seeking a remote environment, directly related work experience is required (i.e. proficiency with Relius Recordkeeping system).
Essential Duties and Responsibilities
- Pro-actively contacts new plan clients to introduce and guide them through the NWPS processes and systems.
- Acts as a liaison between clients and NWPS.
- Onboards and educates new plan clients on NWPS policies and procedures.
- Acts as the primary point of contact for transitioning clients.
- Analyzes and interprets current plan documents to determine compatibility with the Ft Williams Volume Submitter or other applicable systems and recognize any potential issues that could arise from plan provisions.
- Coordinates the review of the investment line up to avoid any potential trade restrictions or issues.
- Identifies, researches and helps resolve potential risk items in the conversion process and coordinates the best resolution for both client and NWPS.
- Coordinates receipt of all data needed for new plan transfers, start-up plans or plan mergers.
- Communicates plan strategy, asset transfer and payroll specifications to clients.
Knowledge, Skills, and Abilities
Knowledge of
- Basic office practices, procedures and methods.
- Asset and custodial account transfer process.
- Back office systems, to include Relius.
- Advanced data manipulation.
Skill in
- Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines.
- Operating standard office equipment and using required software applications to produce correspondence, presentations, electronic communication and spreadsheets.
- Detail orientation to ensure quality standards are met without impairing workflow.
- Follow-up to ensure resolution and completion of tasks.
Ability to
- Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
- Use effective oral and written communication skills sufficient to interact effectively with and guide clients on various operational issues.
- Execute instructions and request clarification when necessary.
- Constructively work under stress and pressure when faced with high workloads and deadlines.
- Provide a high level of customer service in a calm, courteous and professional manner.
- Work independently as well as collaboratively within a team environment.
- Establish and maintain effective working relationships at all levels of the organization.
Educational/Previous Experience Requirements
- Bachelor’s Degree in Business or related field with a minimum of three (3) years’ experience in the financial services industry.
- An equivalent combination of experience, education, and/or training as approved by Human Resources.
Licenses/Certifications
None
Compensation
$70,000 - $85,000
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.
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