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Raymond James · 20 hours ago

Retirement Savings Plan Analyst – NWPS

Seattle, WA

Full-time

Hybrid

Entry Level

$55K/yr - $68K/yr

1+ years exp

Raymond James is a full-service broker-dealer and investment adviser, and they are seeking a Retirement Savings Plan Analyst to support daily operations for clients’ retirement plans. The role involves managing retirement plan cash flow, monitoring transactions, and assisting clients with their inquiries.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

H1B Sponsor Likely

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

Qualification

Retirement plan analysisProblem-solvingCritical thinkingBasic scriptingMicrosoft OfficeEffective communicationTeam playerTime managementPresentation skills

Required

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

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

Raymond James

Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.

Founded in 1962

Atlanta, Georgia, USA

10001+ employees

http://www.raymondjames.com

H1B Sponsorship

Raymond James has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

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Trends of Total Sponsorships

2023 (1)