Retirement Savings Plan Analyst – NWPS

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. 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 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 Overview Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors. It was founded in 1962, and is headquartered in Atlanta, Georgia, USA, with a workforce of 10001+ employees. Its website is Company H1B Sponsorship Raymond James has a track record of offering H1B sponsorships, with 1 in 2023. Please note that this does not guarantee sponsorship for this specific role.