Retirement Savings Plan Analyst - NWPS

Raymond James Financial, Inc.

Seattle, WA

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JOB DETAILS

SKILLS

Accounting, Actuarial Skills, Administrative Skills, Analysis Skills, Brokerage, Cash Flow, Cash Flow Projection, Communication Skills, Computer Science, Consulting, Data Collection, Database Analysis, Economics, Finance, Financial Regulations, Financial Services, Fixed Income Investments, Futures, Graphics, Human Resources, Investment Services, Mathematics, Microsoft Office, Multitasking, Office Equipment, Presentation/Verbal Skills, Private Client Services, Problem Solving Skills, Quantitative Analysis, RCS (Revision Control System), Registered Investment Advisor (RIA), Resource Management, Retirement Plan, Retirement and Pension Management, Sales, Scripting (Scripting Languages), Securities and Exchange Commission (SEC), Spreadsheets, Team Player, Time Management, Writing Skills

LOCATION

Seattle, WA

POSTED

1 day ago

_This position will follow our hybrid work model. We expect the selected candidate to live within commuting distance of the NWPS Seattle, WA, Office._ **Responsibilities:** + Manage retirement plan cash flow + Monitor and analyze daily transactions and data collection + Handle benefit payment requests with accuracy + Review and execute trades as part of a nightly trading team, working non-standard hours one to three nights a week. + Respond accurately to phone and email inquiries professionally and courteously. + Discuss retirement plan features with clients and their employees. **Skills:** + Communicating effectively, both orally and in writing + Excellent problem-solving capability + Strong critical thinking + Basic scripting + Operating standard office equipment and using required software applications, including Microsoft Office and established databases + Team player who can also be an independent contributor + Excellent analytical, critical thinking, and problem-solving skills sufficient to recognize and detect errors and offer resolution. + Communicate effectively, both orally and in writing, to all levels of associates and clients. + Operating standard office equipment and using required software applications to produce documents such as reports, graphics, electronic communication, spreadsheets, and databases. + Analyze retirement plan cash flow. + Multi-task and work in a fast-paced, team-oriented environment. + Efficiently manage time and resources to overcome quantitative and analytical challenges as they arise. + Establish and maintain effective working relationships at all levels of the organization. + Work under stress created by time deadlines and work volume fluctuations. + Prepare and deliver clear, effective, and professional presentations. + Communicate both orally and in writing, with all levels of the organization and external clients. + Work independently as well as collaboratively within a team environment. **Education/Previous Experience:** - Bachelor's degree in Mathematics, Economics, Accounting, Finance, Computer Science, or other technical major, or a minimum of three (3) years of relevant experience in financial services. - OR - Any equivalent combination of education, training and/or experience approved by Human Resources **_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 425,000 plan participants and over $45 billion of assets under administration._ _About Raymond James:_ _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 clients, 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)._

About the Company

Raymond James Financial, Inc.

INDUSTRY

Other/Not Classified

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