Remote Retirement Plan Processing Specialist

Principal Financial Group; United States; Hybrid; USD 25,000 - 44,000; Full time

Job summary

Principal Financial Group is seeking an associate-level retirement plan processor to maintain detailed computerized records for customers. You will perform calculations and process transactions with precision, review correspondence to determine actions, and assist in training and development of team members.

The role requires 2+ years of experience, basic PC skills, and comfort with pension accounting systems.

Qualifications

• 2+ years of work experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education.
• Associate or Bachelors degree a plus
• Must have strong math and 10-key skills
• Requires ability to understand basic plan and contract provisions, manuals and procedures
• Basic PC skills and knowledge of mainframe and PC software such as Pension accounting, recordkeeping systems, word processing and spreadsheets
• Must adapt to frequent change and have good interpersonal skills
• Must have effective communication/documentation skills, be professional and diligent, a team player, and customer service oriented

Responsibilities

• Perform calculations and process transactions to establish and maintain accurate computerized retirement plan records for customers, ensuring compliance with established timing and quality standards.
• Review and analyze both internal and external correspondence to determine the appropriate course of action, seeking assistance when necessary.
• Assist in the training, leadership, and professional development of team members, offering expertise and support for problem-solving, and assisting with procedural updates.
• Communicate in writing with customers regarding record-keeping needs and routine employee data, including information about plan administrative procedures.
• Utilize available resources, including technical documentation, system help features, colleagues, and subject matter experts, to efficiently complete daily tasks and suggest procedural improvements.
• Perform other job related duties or special project as required.

Skills

Math skills

10-key skills

Interpersonal skills

Communication skills

Team player

Customer service oriented

Education

Associate or Bachelor’s degree

Tools

Pension accounting

Recordkeeping systems

Word processing

Spreadsheets

Job description

Principal Financial Group is seeking an associate-level retirement plan processor to maintain detailed computerized records for customers. You will perform calculations and process transactions with precision, review correspondence to determine actions, and assist in training and development of team members.

The role requires 2+ years of experience, basic PC skills, and comfort with pension accounting systems.