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Retirement Savings Plan Analyst – NWPS

Job in Seattle, King County, Washington, 98127, USA
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
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
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.
Skills
  • 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.
Education / Previous Experience
  • 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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