Junior Consultant - NWPS
Core
Support senior consultants in administering qualified and nonqualified retirement plans, focusing on plan design, compliance testing, and client relationship management.
Role type
Junior Consultant (Retirement Plan Administration)
Builds
Defined Contribution Retirement Plans
Domain
Employee Benefits / Retirement Planning
Deliverable
client delivery
Required skills
Retirement plan administration, compliance testing, Form 5500 preparation, trust accounting, client relationship management, plan design consultation, Microsoft Office proficiency, database management
Preferred skills
ASPPA credentials (QKS, QKA, QKC, QPA, CPC, NQPC), payroll experience, human resources experience, accounting experience, financial services experience
Technologies
Relius recordkeeping system, ASC retirement plan software, FT William
Responsibilities
Perform assigned project tasks independently with guidance, consult with clients on plan design, oversee day-to-day administration and annual compliance testing, maintain client relationships, prepare and review deliverables for accuracy, manage personal and professional development
Seniority
Junior, entry-level IC