Note: The job is a remote job and is open to candidates in USA. Raymond James is a financial services firm seeking a Retirement Plan Consultant to manage retirement plan conversions. This role involves overseeing plan on-boarding, drafting participant notices, and ensuring quality deliverables while continuously gaining industry knowledge.
Responsibilities
- Manage a select group of retirement plan conversions
- Responsible for all aspects of plan conversions
- Drafting participant notices and service agreements
- Perform project tasks independently, and direct the efforts of others
- Anticipate client needs and formulate solutions to client issues
- Prepare and review deliverables for accuracy and quality
- Plan and participate in client conversion meetings
- Manage own personal and professional development; seek opportunities for professional growth and expansion of consulting skills and experiences
Skills
- Manage a select group of retirement plan conversions
- Responsible for all aspects of plan conversions
- Drafting participant notices and service agreements
- Perform project tasks independently, and direct the efforts of others
- Anticipate client needs and formulate solutions to client issues
- Prepare and review deliverables for accuracy and quality
- Plan and participate in client conversion meetings
- Manage own personal and professional development; seek opportunities for professional growth and expansion of consulting skills and experiences
- 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
- Providing excellent customer service
- Critical thinking
- Communicating effectively, both orally and in writing
- Prioritize, work independently and drive tasks to completion
- Lead project teams and function with multiple tasks and deadlines concurrently
- Handle multiple ongoing projects
- Knowledge of the Relius recordkeeping system
- Bachelor's Degree and a minimum of three (3) years of relevant experience in financial services
- Any equivalent combination of education, training and/or experience approved by Human Resources
- General Experience - 3 to 6 years
- An in-office, three-day-a-week hybrid schedule for a candidate local to one of our offices is preferred
- QKA or QPA designation preferred
- Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance
Benefits
- Base salary or wages
- Additional compensation (cash or equity)
- Discretionary bonuses
- Commissions
- Medical
- Dental
- Vision
- Life insurance
- Critical illness insurance and accident insurance
- Disability benefits
- Retirement savings
- Paid time off (including vacation, holidays, and sick leave)
- Parental leave
- Eligibility for benefits and specific offerings may vary based on position and employment status
Company Overview
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. It was founded in 2005, and is headquartered in Worcester, Massachusetts, USA, with a workforce of 10001+ employees. Its website is https://www.raymondjames.com/fredshuster/.