Process Specialist

Job Summary

An exceptional opportunity to build expertise in U.S. retirement services and financial operations, with hands-on experience in 401(k) and transaction processing. This role offers structured training, exposure to global operations, and a strong focus on analytics, compliance, and email-based client communication. Ideal for candidates seeking long-term growth in an organized, back-office environment.

Responsibilities

• Prioritize and process daily work to meet customer service goals.
• Communicate in writing with customers regarding complex record-keeping issues, special timing requests, and routine employee data.
• Implement problem-solving techniques to ensure efficient processing on all contracts.
• Follow internal procedures to properly document work on contracts.
• Advise Client Service Associate/Consultant of customer concerns or potential problems.
• Validate accuracy of plan and contract records as needed.
• Maintain an extensive knowledge of our record-keeping system.
• Develop a proven understanding of plans, contracts, and Pension documents and the concepts of Total Retirement Suite.
• Perform other job-related duties and special projects as required.
• Promote team development through shared knowledge and information with team members in working to resolve unusual or tricky situations.
• Adhere to Compliance, Information Security, Internal and External statutory, and regulatory requirements.
• Perform assigned work accurately to meet or exceed quality expectations, resulting in increased client satisfaction and profitability for Principal Financial Group.
• Develop partnerships among peers and those supported to enhance ownership of work and sustain an efficient process.
• Ensure compliance with PGS policies and flexibility as per business needs.

Qualifications

• Bachelor's or Master's or equivalent experience in finance stream is preferred.
• Minimum of 2-4 years experience in back office.
• Insurance, Underwriting, and Financial Institution experience preferred.
• Excellent comprehension, written, and verbal communication skills.
• Strong analytical skills.
• Ability to work in night shift only (5:30 pm to 2:30 AM / 6:30 pm or 3:30 AM).
• Proficient in MS Office with advanced Excel skills.

Skills

• MS Office with advanced Excel skills
• Analytical skills
• Written communication
• Verbal communication
• Record-keeping systems knowledge
• Pension documents concepts
• Total Retirement Suite concepts

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.