Operations Analyst- NWPS

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, you’ll 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

• Associate’s or Bachelor’s 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 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.

About Raymond James:

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).

Education

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

Work Experience

General Experience - 7 to 12 months

Certifications

Salary Range

$55,000.00-$68,016.00

Travel

Less than 25%

Workstyle

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 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 Myrjbenefits.com.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's 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. 

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