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Retirement Plan Conversions & Onboarding Expert

Job in Conway, Faulkner County, Arkansas, 72035, USA
Listing for: Raymond James
Full Time position
Listed on 2026-06-22
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 80000 - 90000 USD Yearly USD 80000.00 90000.00 YEAR
Job Description & How to Apply Below

Raymond James is seeking a skilled candidate to manage retirement plan conversions with a hybrid work schedule. Ideal candidates will have a Bachelor’s degree in Accounting, Business Administration, or Finance and 3+ years of relevant experience in financial services.

Responsibilities include overseeing conversions, drafting notices, and fostering client relations. Excellent problem-solving and communication skills are essential. Knowledge of Relius recordkeeping is a plus. The position offers a competitive salary range between $80,000 and $90,000.

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