Retirement Savings Plan Analyst – NWPS

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).