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Retirement Savings Plan Analyst – NWPS
Job in
Seattle, King County, Washington, 98127, USA
Listed on 2026-06-19
Listing for:
Raymond James Financial, Inc.
Full Time
position Listed on 2026-06-19
Job specializations:
-
Finance & Banking
Financial Reporting, Financial Analyst, Accounting & Finance, Accounts Receivable/ Collections
Job Description & How to Apply Below
This position will follow our hybrid work model. We expect the selected candidate to live within commuting distance of the NWPS Seattle, WA, Office.
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.
- 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.
- Communicate effectively, both orally and in writing, to all levels of associates and clients.
- Operating standard office equipment and using required software applications to produce documents such as reports, graphics, electronic communication, spreadsheets, and databases.
- 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.
- Communicate both orally and in writing, with all levels of the organization and external clients.
- Work independently as well as collaboratively within a team environment.
- 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.
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