Retirement Record Keeping Specialist

Overview

Job Description Summary

Come join us with helping people save for their future. Our company offers employers the ability to provide retirement savings plans to their employees through 401(k), 403(b) or other qualified plans.

NWPS strives to provide an extraordinary work environment that supports the happiness and well-being of our staff, clients, and company, in that order. We believe we should all act in the best interest of our clients and fellow staff members, treat each other with respect, and expect the same of ourselves as we do from everyone else. Do the right thing, all the time, take care of clients, and we all succeed together.

• Process retirement savings plan cash flow transactions
• Maintain investment database
• Interact with our trading partners
• Obtain files and import records
• Reconcile plan assets to make sure our system matches what is tracked externally
• Monitor daily transactions, such as fund transfers and data collection
• Handle benefit payments and cash deposits accurately and timely

Knowledge, Skills, and Abilities

• Excellent problem-solving and critical-thinking ability
• Show initiative and be proactive when necessary
• Be highly organized, electronically and with paper
• Quality-driven with a strong sense of accountability
• Diagnose problems and offer resolution
• Communicate effectively, both verbally and in writing
• Be open and flexible in a dynamic environment focused on continuous improvement
• Operate standard office equipment
• Use required software applications, including Microsoft Office 365 and established databases
• Efficiently manage time and resources
• Establish and maintain effective working relationships at all levels of the organization
• Thrive in a fast-paced environment committed to meeting deadlines
• Work independently as well as collaboratively within a team environment
• Advanced Excel (power builder, macros), SQL, Crystal Reports or other related skills a bonus

• Associate’s or Bachelor’s degree in Mathematics, Economics, Accounting, Finance, Computer Science, or other technical field of study or equivalent knowledge and experience.

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.

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).

Bachelor’s:
Accounting, Bachelor’s:
Business Administration, Bachelor’s:
Finance

General Experience - 7 to 12 months

$55,000.00-$68,016.00

Less than 25%

Hybrid

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include…