Retirement Specialist

hace 5 meses


San José, Costa Rica Raymond James Financial, Inc. A tiempo completo

**Retirement Specialist - NWPS**-**2401774**

**Description**

**Job Summary**

Under limited supervision uses specialized knowledge and skill obtained through experience, specialized training or certification to serve as a resource for administration of a select group of qualified retirement and health reimbursement plans, which may include all aspects of plan design, overseeing day to day administration, Trust Accounting, participant notices, and plan documents.

**Essential Duties and Responsibilities**
- Assist to manage a select group of Defined Contribution Retirement and Health Reimbursement Plans
- Oversee day to day administration, compliance documents and notices, and annual audits
- Assist to manage retirement plan cash flow
- Monitor and process daily transactions and data collection, including Loan, Distribution, Contributions, and Enrollment transactions.
- Handle benefit payment requests with accuracy
- Explain retirement plan features with clients and their employees
- Handle Health Reimbursement claim review, approval and payment processing.
- Perform project tasks independently
- Anticipate client needs and formulate solutions to client issues
- Prepare and review deliverables for accuracy and quality

**Qualifications**

**Knowledge of**
- Excellent problem solving including an ability to independently research and determine strategies to solve client needs
- Knowledge of the Microsoft Office products
- Knowledge of Salesforce, OMNI, and WEX Cloud (not required but prefer)

**Skill in**
- Excellent customer service skills
- Communicating effectively, both orally and in writing

**Ability to**
- Ability to multi-task and meet deadlines
- Capability to learn new systems and processes
- Able to prioritize, work independently and drive tasks to completion
- Proactive customer service mentality
- Ability to handle multiple ongoing projects

**Education/Previous Experience**
- Bachelor’s degree, preferable in Mathematics, Accounting, Economics, Finance, Computer Science, or other technical majors and a minimum of three (3) to four (4) years of experience, preferably client facing and in the retirement industry.

or
- Any equivalent combination of experience, education, and/or training approved by Human Resources.

**Licenses/Certifications**
- N/A

**Travel**
- None required

**Compensation**
- $70,000 - $85,000
- Competitive benefits package

**_ About NWPS:_**
- Acquired by Raymond James on December 24, 2020, NWPS Holdings, Inc. and its wholly-owned subsidiaries doing business as NWPS and Northwest Plan Services provide retirement plan administration services, recordkeeping, consulting, actuarial, compliance and participant services._ _Based in Seattle, Washington, NWPS provides high-quality service to benefit plan sponsors, participants and advisors and is committed to serving its clients. NWPS has over 1,100 clients nation-wide with over 417,000 plan participants and over $44 billion of assets under administration._

**_ About Raymond James:_**
- Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF)._
- Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,600 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.22 trillion._
- Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts._

**Raymond James Guiding Behaviors**

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.

**Job** Administrative & Support Services

**Primary Location** US-CA-San Jose-San Jose


  • Regulatory Specialist

    hace 5 meses


    San José, Costa Rica 360training A tiempo completo

    **360Training** 360training offers a compelling compensation package that ties to performance and impact. We offer quality health plans to meet a variety of needs, life and disability benefits, a retirement savings plan with company match, and a Flexible Time Off program. **Regulatory Specialist** The **Regulatory Specialist** will be responsible for...


  • San José, San José, Costa Rica Zensa Llc A tiempo completo

    **Role Summary**As a Maximo Solutions Specialist at Zensa Llc, you will be responsible for delivering high-quality solutions to our clients. Key responsibilities include hands-on analysis, troubleshooting, testing, and implementation of Maximo defects/enhancements/user-stories.**Key Responsibilities:**• Perform hands-on analysis, troubleshooting, testing,...


  • San José, San José, Costa Rica Convera A tiempo completo

    **About the Role**As a Compliance Risk Specialist at Convera, you will be working in our Santa Ana-Lindora office, where you will be fully trained to investigate and analyze corporate customers to ensure they meet all necessary requirements, legislation, and policies.**Responsibilities:**Ensuring all new or existing corporate customers meet Know Your...


  • San José, San José, Costa Rica Publicis Global Delivery A tiempo completo

    Job Title: Senior Social Media Marketing SpecialistAbout the Role:We are seeking a highly skilled Senior Social Media Marketing Specialist to join our team at Publicis Global Delivery. As a key member of our social media marketing team, you will be responsible for developing and executing social media marketing campaigns that drive business results.Key...

  • Electronics Specialist

    hace 1 semana


    San José, San José, Costa Rica Intel A tiempo completo

    Job SummaryWe are seeking a skilled Electronics Specialist to join our team at Intel. As a key member of our Technology Development and Manufacturing Group, you will be responsible for ensuring the highest quality standards in semiconductor manufacturing.Key ResponsibilitiesDevelop and implement technical solutions to improve manufacturing...


  • San José, San José, Costa Rica Intel A tiempo completo

    **Key Responsibilities**:We are seeking a highly skilled Software Development Specialist to join our team at Intel. As a key member of our Product Engineering group, you will be responsible for developing and maintaining software solutions that enable high-quality, high-volume manufacturing.**Qualifications**:To be successful in this role, you will need to...


  • San Francisco, Heredia, Costa Rica Cencora A tiempo completo

    Job SummaryCencora is seeking a skilled Accounts Receivable Specialist to join our team. As an Accounts Receivable Specialist, you will be responsible for identifying payment discrepancies, initiating collections or dispute resolution processes, and performing follow-up procedures as needed.Key ResponsibilitiesIdentify payment discrepancies and initiate...


  • San José, San José, Costa Rica 360Training A tiempo completo

    Regulatory Specialist RoleAt 360Training, we offer a dynamic compensation package that ties to performance and impact. Our benefits include quality health plans, life and disability benefits, a retirement savings plan with company match, and a Flexible Time Off program.Responsibilities and RequirementsDevelop and maintain a system for documenting, tracking,...


  • San José, San José, Costa Rica Aar Corp. A tiempo completo

    AAR Corp. is a leading provider of aviation services to the global commercial aerospace and government/defense industries.We are seeking a highly skilled Quality Control Specialist Oconus to join our team. As a key member of our quality team, you will be responsible for maintaining the Quality Control Programs at the field level in support of assigned...


  • San José, San José, Costa Rica Intel A tiempo completo

    **Job Summary**:We are seeking a highly skilled Silicon and Platform Infrastructure Specialist to join our team at Intel. As a key member of our Infrastructure and Platform Solutions Group (IPSG), you will be responsible for building and maintaining the silicon and platform infrastructure for Intel's silicon design teams.**Key Responsibilities**:Design and...


  • San José, San José, Costa Rica Intel A tiempo completo

    As an IP Verification Specialist at Intel, you will play a critical role in ensuring the flawless execution of integrated circuit designs to meet the highest standards of quality and performance. You will collaborate closely with design teams to verify and validate IP designs, ensuring that they align with the project specifications.**Key...


  • San José, San José, Costa Rica TDCR Tech Data Costa Rica A tiempo completo

    • Overview: At TDCR Tech Data Costa Rica, we're seeking a skilled Linux Technical Support Specialist to join our team. In this role, you'll be responsible for ensuring the smooth operation of our Linux infrastructure, providing top-notch technical support to our customers, and collaborating with our team to resolve complex issues.• Key...


  • San José, San José, Costa Rica Intel A tiempo completo

    Job Summary: We are seeking a highly motivated and detail-oriented individual to join our Human Resources Global Services (HRGS) team as an HR Global Services Specialist. In this role, you will be responsible for providing exceptional customer service to internal stakeholders, resolving queries related to benefits and internal programs, and gathering...


  • San José, San José, Costa Rica Intel A tiempo completo

    At Intel, we create innovative technologies that make a difference in people's lives.As a Package Failure Analysis Specialist your key responsibilities will include:Conduct thorough investigations to identify and research component failures and improve product yield, quality, and reliability.Analyze electrical and mechanical characteristics of integrated...


  • San José, San José, Costa Rica Intel A tiempo completo

    Employee Communications SpecialistAt Intel, we strive to create innovative technology that enriches people's lives. As an Employee Communications Specialist, you will be part of the Costa Rica Assembly and Test group (CRAT) and report directly to the CRAT People Systems manager.The CRAT People Systems team collaborates with global Intel Assembly and Test and...


  • San Francisco, Heredia, Costa Rica Stryker Corporation A tiempo completo

    About the RoleWe are seeking a highly skilled IT Security Analyst Infrastructure Specialist to join our team at Stryker Corporation. As an IT Security Analyst Infrastructure Specialist, you will be responsible for analyzing and executing weekly scanning of our environment to discover misconfigurations in security toolsets.This position will work to remediate...


  • San José, San José, Costa Rica Intel A tiempo completo

    Capital Deployment SpecialistThis role is responsible for providing financial support to various business units at Intel. It involves working closely with diverse stakeholders to ensure the accurate tracking and reporting of capital assets.Key ResponsibilitiesConsistently apply financial strategies and concepts to support business operations.Evaluate...


  • San José, San José, Costa Rica Boston Consulting Group A tiempo completo

    **ROLE SUMMARY**:We are seeking a skilled Senior HR Specialist for Global Services to join our team at Boston Consulting Group. In this role, you will be responsible for delivering HR Shared Services across various business units and geographies, ensuring high standards of work quality and customer satisfaction.**KEY RESPONSIBILITIES**:Transacting and...


  • San José, San José, Costa Rica 360Training A tiempo completo

    **Job Summary**At 360training, we're seeking a highly skilled Course Operations Manager to oversee all course delivery integrations with third-party platforms. This individual will be responsible for ensuring seamless integration, testing, and deployment of various platforms, including LCMS, LMS, Websphere, AICC, XAPI, SSO, Rest API, and SCORM Cloud.**Key...


  • San José, San José, Costa Rica Hitachi Solutions A tiempo completo

    Job Title: Sales Operations Data SpecialistAbout Us:Hitachi Solutions is a global solutions integrator passionate about designing, developing, and delivering cutting-edge cloud solutions to help our clients innovate across their entire business.Job Description:Key Responsibilities:Understand and manage CRM Sales & Marketing data, including accounts,...