Remote Benefits & Retirement Records Specialist

Principal Financial Group; Des Moines (IA); Remote; USD 25,000 - 39,000; Full time

Benefits offered by this job

PTO

Remote work options

Pension eligible

Job summary

Principal Financial Group in Des Moines, IA is seeking a Repetitive Benefits Specialist 1 to join our Annuity Services team. You will analyze and process complex transactions to create and maintain computerized retirement and repetitive payment records within established timing and quality standards.

Key responsibilities include reviewing complex transactions, meeting productivity goals, and supporting team training.

Qualifications

• Minimum 2+ years of experience or equivalent demonstrated through work experience, training, military, or education.
• Strong knowledge of contract provisions, pension and repetitive payment recordkeeping and accounting systems.
• Must have strong math and 10-key skill.
• Excellent interpersonal, analytical, organizational, decision-making and customer service abilities.
• Ability to adapt to frequent change, manage high volume work, and work both independently and in a team.
• Ability to use mainframe/PC applications including work processing and spreadsheets.

Responsibilities

• Review and perform more complex accounting and transactional activities related to retirement and repetitive payments, ensuring compliance, contract restrictions, and tax considerations.
• Independently analyze customer requests and handle transactions to establish or update records within productivity and quality goals.
• Participate in training and development of team members and provide technical support and procedural improvements.
• Communicate with internal and external customers to obtain missing information.
• Consult resources to perform daily tasks and suggest procedural improvements.

Skills

Math

10-key

Customer service

Analytical thinking

Interpersonal skills

Adaptability

Mainframe apps

Spreadsheets

Word processing

Tools

Mainframe systems

Job description

Principal Financial Group in Des Moines, IA is seeking a Repetitive Benefits Specialist 1 to join our Annuity Services team. You will analyze and process complex transactions to create and maintain computerized retirement and repetitive payment records within established timing and quality standards.

Key responsibilities include reviewing complex transactions, meeting productivity goals, and supporting team training.