Retirement Ops Specialist 1

Principal Financial Group • Des Moines, IA

2d • Hybrid

About The Position

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+ years 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

• Previous processing experience within Financial Services
• Knowledge of Microsoft office including excel.

Responsibilities

• Independently review and process scanned correspondence, ensuring that all tasks meet established productivity and quality goals. Ensure accuracy and efficiency while adhering to timelines.
• Analyze internal and external correspondence to determine the next steps, asking for assistance when required. Develop strong working relationships with internal and external business partners.
• Leverage available resources like technical documentation, help features, and colleagues to complete daily tasks and solve issues. Provide feedback for process improvements as observed. Refer escalated or complex cases to senior team members for resolution.
• Assist in managing processes with a focus on ensuring compliance with company procedures, guidelines, and regulatory requirements.
• Support other job-related duties and special projects as needed.

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