Retirement Savings Plan Analyst – NWPS

Raymond James is a financial services company that provides investment and retirement planning services. They are seeking a Retirement Savings Plan Analyst to support daily operations for clients’ retirement plans, managing cash flow, monitoring transactions, and responding to inquiries from clients and their employees.

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

• Bachelor's Degree 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
• 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
• 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
• Work independently as well as collaboratively within a team environment

Company Overview

Company H1B Sponsorship