Operations Analyst- NWPS
Job Location:
Seattle, WA - USA
Monthly Salary:
Posted on:
Vacancies:
Job Summary
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.
As an operations analyst youll reconcile assets of the recordkeeping system process requests to invest and liquidate account holdings use Excel to review data and import ledger entries interact with our trading partners and internal staff to resolve discrepancies assist on special projects and more.
Job Description
Key Responsibilities
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
Qualifications
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 (powerbuilder macros) SQL Crystal Reports or other related skills a bonus
Educational/Previous Experience Requirements
Associates or Bachelors degree in Mathematics Economics Accounting Finance Computer Science or other technical field of study or equivalent knowledge and experience.
About NWPS:
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 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 1100 clients nation-wide with 425000 plan participants and over $45 billion of assets under administration.
About Raymond James:
RJA is an investment adviser and full-service broker-dealer dually registered with the Securities and Exchange also is a member of the Financial Industry Regulatory Authority the National Futures Association and the services include: private client; institutional equity and fixed income institutional sales; investment banking; trading activities; and operations and administration. RJA employs approximately 3200 financial advisors through its private client group under RJAs 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).
Education
Bachelors: Accounting Bachelors: Business Administration Bachelors: FinanceWork Experience
General Experience - 7 to 12 monthsCertifications
Salary Range
$55000.00-$68016.00Travel
Less than 25%Workstyle
HybridThe 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 medical dental and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation holidays and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered visit .
At Raymond James our associates use five guiding behaviors (Develop Collaborate Decide Deliver Improve) to deliver on the firms core values of client-first integrity independence and a conservative long-term view.
We expect our associates at all levels to:
Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm
At Raymond James as part of our people-first culture we honor value and respect the uniqueness experiences and backgrounds of all of our Associates. When associates bring their best authentic selves our organization clients and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
#LI-TG1Required Experience:
IC
About Company
A full-service financial firm where progress is driven by connection, delivering extensive wealth management, banking and capital markets capabilities to help clients, institutions and communities reach their goals.
