Junior Consultant - NWPS

Job Description Summary

• Work closely with a Senior Consultant to build the expertise needed to independently manage an assigned group of Defined Contribution Retirement Plans.
• Perform assigned project tasks independently, seeking guidance from a Senior Consultant when assuming new responsibilities.
• 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.
• 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.

• Knowledge of compliance testing, plan design, annual reporting, and completion of DOL and IRS forms.
• Ability to prioritize, work on multiple projects simultaneously, work independently, and drive tasks to completion.
• Proficiency in standard office equipment and required software applications, including Microsoft Office and established databases.
• Knowledge of retirement plan administration and record‑keeping systems such as Relius, ASC retirement plan software, and/or FT William.
• Strong verbal and written communication skills.
• Experience fostering client relationships and strong customer service skills.
• Strong Excel skills.
• Strong problem‑solving skills, including the ability to research complex issues, evaluate potential solutions, and collaborate with a Senior Consultant to address client needs.

• Bachelor’s degree (B.A.) in a related field.
• 2+ years of experience in retirement plan administration, record‑keeping, employee benefits, or a related field.
• Relevant experience in payroll, human resources, accounting, or financial services will be considered.
• Client‑facing experience preferred.

• ASPPA credentials such as QKS, QKA, QKC, QPA, CPC, or NQPC preferred; willingness to pursue and earn ASPPA credentials upon hire is highly valued.

• Salary Range: $65,000.00–$75,000.00.
• Travel:
  Less than 25%.
• Workstyle:
  Hybrid.
• Benefits may include medical, dental, and vision; life insurance; critical illness and accident insurance; disability benefits; retirement savings; paid time off (vacation, holidays, and sick leave); and parental leave. Eligibility and specific offerings may vary based on position and employment status.

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.