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Retirement Plan Administrator

1 month ago

San Jose, California, United States Raymond James Financial Incorporated Full time

Job Summary

We are seeking a highly skilled Retirement Plan Administrator to join our team at Raymond James Financial Incorporated. As a key member of our administration team, you will be responsible for overseeing the day-to-day administration of a select group of qualified retirement and health reimbursement plans.

Key Responsibilities

  • Oversee plan design, administration, and compliance documents
  • Manage retirement plan cash flow and monitor daily transactions
  • Process loan, distribution, contributions, and enrollment transactions
  • Respond to client inquiries and explain plan features
  • Handle health reimbursement claim review and approval
  • Prepare and review deliverables for accuracy and quality

Requirements

  • Bachelor's degree in Mathematics, Accounting, Economics, Finance, or Computer Science
  • Minimum 3-4 years of experience in the retirement industry
  • Knowledge of Microsoft Office and established database software

About Us

Raymond James Financial Incorporated is a leading financial services company providing retirement plan administration services, recordkeeping, consulting, actuarial, compliance, and participant services. We are committed to serving our clients and providing high-quality service to benefit plan sponsors, participants, and advisors.