Raymond James Financial, Inc. | Puyallup, United States | Posted July 04, 2026
Position Overview
**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
**Qualifications**
**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...