Retirement Analyst - NWPS

Description

Job Summary

Under supervision, supports daily operations for clients’ retirement plans and their participants. Will work directly with the Senior Consultants on those clients and as part of a larger team to ensure general operations are running smoothly. Analysts oversee daily activity such as investing payroll contributions, determining participant eligibility for benefits, processing requests for withdrawal and any other activity that the client and their participants may need. Guidance is provided to perform varied work that is difficult in nature requiring evaluation, originality, and ingenuity to make moderately complex decisions.

Essential Duties and 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 in a professional and courteous manner

Discuss retirement plan features with clients and their employees

Qualifications

Knowledge of

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 that can also be an independent contributor

Skill in

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 level 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.

Ability to

Analyze retirement plan cash flow

Multi-task and work on a fast-paced, team-oriented environment.

Efficiently manage time and resources in order 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

Licenses/Certifications

None

Travel

None

Compensation

$67,320 - $70,000 base salary

Competitive Benefits package

For more information about Raymond James & Associates (RJA) and Northwest Plan Services (NWPS), please visit: https://www.nwpsbenefits.com/

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 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).

Job: Investment Management

Primary Location: US-WA-Seattle-Seattle

Organization NWPS

Schedule Full-time

Job Shift Day Job

Travel No

Req ID: 2402037