Retirement Savings Plan Analyst - NWPS

External

Raymondjames · Seattle

Full-timeHybrid3d ago

ComplianceLessPayroll

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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.

Requirements

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.

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

About NWPS:

About Raymond James:

Education

Bachelor's: Business Administration, Bachelor's: Computer and Information Science, Bachelor's: Economics, Bachelor's: Mathematics

Work Experience

General Experience - 13 months to 3 years

Certifications

Salary Range

$55,000.00-$68,016.00

Travel

Less than 25%

Workstyle

Hybrid

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits

Retirement Savings Plan Analyst - NWPS

Responsibilities

Requirements

Benefits

Additional Information

Your Match

Company Intel

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