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Internal Recordkeeping System Administration and Support - NWPS

Raymond James Financial

Raymond James Financial

IT, Customer Service
United States · Remote
Posted on Tuesday, May 14, 2024
Relius/Omni Systems Administration, Senior Analyst - NWPS-2401642

Description

Job Summary

Member of a small team tasked with the facilitation, communication and execution of projects focused on system administration and data management support. Extensive contact with internal customers and vendors is required to identify, research, analyze, and resolve system issues and development. Will be primary contact on complex or escalated issues and may provide direction and guidance to junior team members. Applies specialized business knowledge and technical skills to drive productivity and quality improvements. Manages complex problems independently and demonstrates analytical thinking. Can make judgements and recommendations based on the analysis and interpretation of data. Responsible for on-going data feeds and development.

Essential Duties and Responsibilities

Partners with cross site peers and managers to identify firmwide needs

Works in cooperation with peers on establishing objectives and developing processes and procedures to ensure efficient and timely workflow with special regards to service delivery, compliance, and risk factors for the firm

Ensures appropriate documentation and departmental tools are created and/or maintained (job procedures, job aids, forms, training material, etc.)

Serves as pivotal point of contact and as a liaison to vendors regarding installations, server maintenance, licensing, and upgrade issues

Evaluates and identifies ways to automate, streamline, and improve day-to-day maintenance and administrative practices

Installs or coordinates installation of patches and releases on development, test, pre-production, and production systems

Maintains current description and documentation of application configuration, including tracking and documenting any changes to environments and processes

Performs other duties and responsibilities as assigned

Qualifications

Knowledge of

Retirement Plan concepts, administration practices and regulations

FIS Recordkeeping systems (Relius and OMNI)

File transfer protocols, MoveIT, SQL, VBA, scripting, HTML, Crystal Report writer or Tableau, Smartsheets

Investment concepts

Application and web technologies

Salesforce and Sharepoint knowledge a plus

Skill in

Identify and understand issues and opportunities; compare data from various sources to draw conclusions

Interpreting, applying and documenting solutions, policies, and procedures

Clearly convey information and ideas through a variety of media to individuals or groups in a manner that engages the audience and helps them understand and retain the message

Use effective approaches for choosing a course of action or developing appropriate solutions; recommend or take action that is consistent with available facts, constraints, and probable consequences

Demonstrate a satisfactory level of technical and professional skill or knowledge in position-related areas; remains current with developments and trends in areas of expertise

Develop and use collaborative relationships to facilitate the accomplishment of work goals

Make internal and external clients and their needs a primary focus of actions; develop and sustain productive client relationships

Education/Previous Experience

Minimum of a bachelor’s degree in computer science, MIS, or related degree and three (3) years of relevant experience in systems or application administration or combination of education, training, and experience.

Licenses/Certifications

None required.

QKA, ERPA or similar credential a plus

Travel Required

Limited (1-2 conferences a year)

For more information about Raymond James & Associates (RJA) and Northwest Plan Services (NWPS), please visit: https://www.nwpsbenefits.com/

About NWPS:

Acquired by Raymond James on December 24, 2020, NWPS Holdings, Inc. and its wholly-owned subsidiaries doing business as NWPS and Northwest Plan Services provide retirement plan administration services, recordkeeping, consulting, actuarial, compliance and participant services. Based in Seattle, Washington, NWPS provides high-quality service to benefit plan sponsors, participants and advisors and is committed to serving its clients. NWPS has over 1,100 clients nation-wide with over 417,000 plan participants and over $44 billion of assets under administration.

About Raymond James:

Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF).

Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,600 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.22 trillion.

Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.

Raymond James Guiding Behaviors

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.


We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

Job

Administrative & Support Services

Primary Location

US-MD-Baltimore-Towson

Other Locations

US-RM-Remote-Remote

Organization

NWPS

Schedule

Full-time

Shift

Day Job

Travel

No