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Operations Analyst- NWPS at Raymond James - ApplyBlast

Operations Analyst- NWPS

Raymond James

4 months ago

Seattle, Washington, United States

Hybrid

Full Time

Junior

0 applicants

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About this role

As an Operations Analyst at Northwest Plan Services (NWPS), you will reconcile assets within the recordkeeping system, process investment and liquidation requests, and utilize Excel to review data and import ledger entries. The role involves interacting with trading partners and internal staff to resolve discrepancies, handling benefit payments, and assisting on special projects to ensure accurate financial tracking.

Responsibilities

Reconcile plan assets to ensure system accuracy with external tracking
Process retirement savings plan cash flow transactions and requests
Maintain investment database and import ledger entries using Excel
Interact with trading partners to resolve transaction discrepancies
Handle benefit payments and cash deposits accurately and timely

Skills

Qualifications

Associate's degree in Mathematics, Economics, Accounting, Finance, or Computer ScienceBachelor's degree in Accounting, Business Administration, or Finance