Raymond James

Minimum 5 years of experience in relevant field, single employer and multiemployer pension plan actuary experience preferred. FSA, ASA, and/or EA actuarial designation or similar. RJA is an investment adviser and full-service broker-dealer dually registered with the Securities and Exchange Commission.. RJA also is a member of the Financial Industry Regulatory Authority, the National Futures Association, and the NYSE. RJA's services include: private client; institutional equity and fixed income institutional sales; investment banking; trading activities; and operations and administration.. RJA serves as a clearing broker-dealer and custodian for many of our affiliated broker dealer/ investment advisor subsidiaries, including RJFS and RJFSA. Additionally, RJA provides trade execution, custody, and clearing services to non-affiliated registered investment advisers and introducing broker-dealers through its RIA & Custody Services Division (RCS).

actuary

Job Summary
Independently uses specialized knowledge and skills obtained through education and experience to prepare actuarial reports and provide analysis to support client needs. Evaluation, originality and ingenuity are required to locate, select and apply appropriate procedures, processes and techniques to specific assignments. Uses mathematics, statistics, and financial theory to assess risk and communicate results to a diverse set of parties. Regular contact with senior management and other internal and external customers is required to identify, research, and provide recommendations to minimize the cost of risk.
Essential Duties and Responsibilities
<ul>
<li>Perform valuation services for pension and post-retirement medical plans</li>
<li>Prepare plan design alternatives for pension and post-retirement medical plans</li>
<li>Prepare and present key findings to clients and other interested parties</li>
<li>Perform project tasks independently</li>
<li>Participate in the development of deliverable content that meets the needs of client</li>
<li>Anticipate client needs and formulate solutions to client issues</li>
<li>Prepare deliverables with accuracy and quality</li>
<li>Provide coaching and mentoring to junior staff</li>
<li>Manage personal and professional development; seek opportunities for professional growth and expansion of consulting skills and experiences</li>
</ul>
Knowledge of
<ul>
<li>Advanced statistics, modeling and actuarial software experience (ProVal experience preferred)</li>
<li>Experience performing benefit calculations</li>
<li>Proficient in and ability to develop spreadsheets, databases and/or other statistical analysis tools</li>
</ul>
Skill in
<ul>
<li>Identifying patterns and trends in complex sets of data to determine the factors that have an impact on outcomes</li>
<li>Ability to use and develop spreadsheets, databases, and statistical analysis tools</li>
<li>Excellent researching ability with a focus on synthesizing information to reach a supportable conclusion from varying resources</li>
</ul>
Ability to
<ul>
<li>Explain complex technical matters to those without an actuarial background</li>
<li>Communicate clearly both in writing and verbally describing work and making conclusions and/or recommendations</li>
<li>Reconcile and validate complex demographic and economic data sets</li>
</ul>
Education/Previous Experience
<ul>
<li>Minimum 5 years of experience in relevant field, single employer and multiemployer pension plan actuary experience preferred</li>
<li>Bachelor's degree in Mathematics, Economics, Statistics or other technical related field</li>
</ul>
Licenses/Certifications
<ul>
<li>FSA, ASA, and/or EA actuarial designation or similar</li>
<li>Member of the American Academy of Actuaries preferred</li>
</ul>
Travel Required: Yes, 10 % of the Time
For more information about Raymond James & Associates (RJA) and Northwest Plan Services (NWPS), please visit: https://www.nwpsbenefits.com/
<h3>About NWPS</h3>
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 425,000 plan participants and over $45 billion of assets under administration.
<h3>About Raymond James</h3>
RJA is an investment adviser and full-service broker-dealer dually registered with the Securities and Exchange Commission. RJA also is a member of the Financial Industry Regulatory Authority, the National Futures Association, and the NYSE. RJA's services include: private client; institutional equity and fixed income institutional sales; investment banking; trading activities; and operations and administration. RJA employs approximately 3,200 financial advisors through its private client group under RJA's eponymous "Raymond James & Associates, Inc." and "Alex. Brown, a Division of Raymond James."
RJA serves as a clearing broker-dealer and custodian for many of our affiliated broker dealer/ investment advisor subsidiaries, including RJFS and RJFSA. Additionally, RJA provides trade execution, custody, and clearing services to non-affiliated registered investment advisers and introducing broker-dealers through its RIA & Custody Services Division (RCS).

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