Junior Consultant - NWPS

Essential Duties and Responsibilities

Work closely with a Senior Consultant to build the expertise needed to independently manage an assigned group of Defined Contribution Retirement Plans. Through mentoring, training, and hands‑on experience, progressively assume responsibility for the following activities:

• 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

• Able to perform compliance testing, discuss plan design, prepare annual reports and complete DOL and IRS forms with support from Senior Consultant
• Able to prioritize, work on multiple projects simultaneously, work independently and drive tasks to completion
• Operating standard office equipment and using required software applications, including Microsoft Office and established databases
• Knowledge of retirement plan administration and record‑keeping systems such as Relius record‑keeping system, ASC retirement plan software and/or FT William preferred

• Communicating effectively, both orally and in writing
• Experience fostering client relationships
• 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; a willingness to pursue and earn ASPPA credentials upon hire is highly valued.