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Retirement Plan Consultant (Plan Transitions & New Business)

Raymond James ( Washington DC )

Job Description SummaryManage a select group of qualified and nonqualified retirement plan conversions, which may include all aspects of plan on-boarding to NWPS systems, overseeing conversion time-lines, trust accounting, participant notices, plan documents, and data wrangling.

Premium Remote Friendly Full-time Office Equipment Onboarding Fostering Writing Hybrid 90,000 USD

Raymond James 14 days ago

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