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Retirement Savings Plan Analyst – Nwps
| Company | Raymond James Financial |
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| Location | Seattle, WA, USA |
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| Salary | $55000 – $68000 |
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| Type | Full-Time |
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| Degrees | |
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| Experience Level | Entry Level/New Grad |
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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
- Excellent analytical, critical thinking, and problem-solving skills sufficient to recognize and detect errors and offer resolution
- 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
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
Preferred Qualifications
No preferred qualifications provided.
