**Job Description** _An in-office, three-day-a-week hybrid schedule for a candidate local to one of our offices is preferred. A candidate who is not geographically close to one of our locations can be considered for fully remote work if this candidate has seasoned Relius system and retirement plan administration expertise. Salesforce and SharePoint knowledge is an added bonus._ Partners with Senior Consultants to use and grow the specialized knowledge and skills obtained through experience, specialized training, or certification to administer qualified and nonqualified retirement plans; this includes all aspects of plan design, compliance testing, day-to-day administration, maintaining and fostering client relationships. Uses strong problem-solving skills to research and determine potential strategies to review with the Senior Consultant to solve client needs. Manages personal and professional growth and expansion of consulting skills through ongoing education and experiences. **Responsibilities:** Partner with the Senior Consultant on the following tasks with the ultimate goal of assuming responsibility for these tasks for their group of Defined Contribution Retirement Plans: + Perform project tasks independently and with oversight from a Senior Consultant for the newly assigned task + Consult with clients regarding all aspects of plan design + Oversee day-to-day administration, annual compliance testing, Form 5500 preparation, trust Accounting, participant notices, and plan documents. + Maintain client relationships to ensure high-quality deliverables + Anticipate client needs and formulate solutions to client issues + Manage and mentor junior analysts + Prepare and review deliverables for accuracy and quality + Manage own personal and professional development; seek opportunities for professional growth and expansion of consulting skills and experiences **Skills:** + Able to perform compliance testing, discuss plan design, prepare annual reports, and complete DOL and IRS forms with support from Senior Consultant, as needed + Able to prioritize, work on multiple projects simultaneously, work independently, and drive tasks to completion with support from the Senior Consultant, as needed + Operating standard office equipment and using required software applications, including Microsoft Office and established databases + Knowledge of the Relius recordkeeping system is preferred. + Communicating effectively, both orally and in writing + Experience fostering client relationships + Strong customer service skills + Strong Excel skills + Strong problem-solving skills, including an ability to research and determine potential strategies to review with Senior Consultants to solve client needs **Licenses/Certifications:** + QKA or QPA designation preferred **Education** Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance **Work Experience** General Experience - 7 to 12 months **Certifications** **Salary Range** $70,000.00-$78000.00 **Travel** Less than 25% **Workstyle** Hybrid At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's 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 At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. \#LI-RO1