Operations Analyst- NWPS
Raymond James · Towson, MD · 2 wk ago
Management$55k–$68k/yrFull-time
About the role
Join us in helping people save for their future. NWPS provides retirement savings plans to employers through 401(k), 403(b), or other qualified plans. We strive to create a supportive work environment where everyone acts in the best interest of clients and colleagues.
Responsibilities
- Process retirement savings plan cash flow transactions
- Maintain investment database
- Interact with trading partners and internal staff to resolve discrepancies
- Handle benefit payments and cash deposits accurately and timely
- Monitor daily transactions such as fund transfers and data collection
- Assist on special projects as needed
Qualifications
- Excellent problem-solving and critical-thinking ability
- Show initiative and be proactive
- Be highly organized, both 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
- Operate standard office equipment
- Use required software applications, including Microsoft Office 365 and established databases
- Advanced Excel (PowerBuilder, macros), SQL, Crystal Reports, or other related skills are a plus
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
Benefits
- Medical, dental, and vision insurance
- Life insurance, critical illness insurance, and accident insurance
- Disability benefits
- Roth IRA matching
- Retirement savings plan
- Paid time off (vacation, holidays, and sick leave)
- Parental leave
Pay
$55,000.00 - $68,016.00
Schedule
Hybrid