Retirement Ops Specialist 1

Principal Financial Group • Des Moines, IA

1d • Hybrid

About The Position

As a Retirement Operations Specialist 1 in our Annuity Services area, you’ll work with business partners and our customers to coordinate new and existing annuity contracts. We are looking for someone with a positive attitude who will thrive in an environment where the path may not always be clear. If you're a self-starter who enjoys problem solving, and working together as a team, all in the spirit of helping our customers, then we may have the right opportunity for you! Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!

Requirements

• 1+ year of experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
• High attention to detail and basic organizational skills.
• Strong written and verbal communication abilities.

Nice To Haves

• Financial services industry experience.
• Strong math and interpretation skills.
• Knowledge of Microsoft office including excel.

Responsibilities

• Review and process annuity transactions, examples include new business, withdrawals, service requests, and death claims.
• Exercise strong attention to detail to ensure accuracy and a positive experience for customers.
• Communicate with advisors via email to resolve outstanding issues.
• Work as a team to meet quality and timing goals.
• Implement problem solving techniques to ensure accurate and efficient processing.
• Identify and research unusual or complex situations and engage with others to resolve the request.
• Prioritize and process daily work to meet customer service goals.
• Share knowledge and information with team members to improve the overall effectiveness and development of the team.

Benefits

• Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period. Employees can use their PTO for vacation, personal or short-term illness.
• Pension Eligible

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed