Retirement Savings Plan Analyst – NWPS

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

Company H1B Sponsorship