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Job Information

Raymond James Financial, Inc. Operations Analyst - NWPS in Baltimore, Maryland


Job 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.

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


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.


  • None


  • $43,000- $53,000 annual base salary

  • Ability to earn an annual bonus

  • Competitive benefits package

Job: Operations

Primary Location: US-MD-Baltimore-Baltimore

Other Locations: US-WA-Mill Creek-Mill Creek, US-WA-Seattle-Seattle

Organization NWPS

Schedule Full-time

Job Shift Day Job

Travel No

Req ID: 2202000