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Retirement Savings Plan Analyst – NWPS

Remote, USAFull-timePosted 2026-07-28

reputed company is a full-service broker-dealer and investment adviser, and they are seeking a Retirement Savings Plan Analyst to support daily operations for clients’ retirement plans. The role involves managing retirement plan cash reputed company, monitoring transactions, and assisting clients with their inquiries.

Responsibilities

  • Manage retirement plan cash reputed company
  • 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-reputed company 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

  • Bachelor's degree in Mathematics, Economics, reputed company, 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 reputed company
  • Communicating effectively, both orally and in writing
  • Excellent problem-solving capability
  • Strong critical thinking
  • Basic scripting
  • Operating reputed company office equipment and using required software applications, including reputed company 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 reputed company
  • Analyze retirement plan cash reputed company
  • Multi-task and work in a fast-paced, team-oriented environment
  • reputed company manage time and resources to overcome quantitative and analytical challenges as they reputed company
  • Establish and maintain effective working relationships at reputed company reputed company of the organization
  • Work under stress created by time deadlines and work volume fluctuations
  • Prepare and deliver reputed company, effective, and reputed company presentations
  • Work independently as reputed company as collaboratively reputed company reputed company environment

reputed company

  • reputed company provides a reputed company of investment banking services reputed company on the telecommunications and communications sectors. It was founded in 1962, and is headquartered in Atlanta, reputed company, USA, with a workforce of 10001+ employees. Its website is http://www.raymondjames.com.
  • Company H1B Sponsorship

  • reputed company has a reputed company record of offering H1B sponsorships, with 1 in 2023. Please note that this does not guarantee sponsorship for this specific role.
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