Securities Operations Specialist II - Minneapolis, MN

Principal Financial Group; Minneapolis (MN); Híbrido; USD 34.000 - 40.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Hybrid work model

Descripción de la vacante

Principal Financial Group, Minneapolis, MN, is seeking a Securities Operations Specialist II for our Principal Custody Solutions team. The role involves handling complex securities and cash-related transactions, enabling efficient processing, reconciliation, and inquiries for internal partners and investment managers.

You will contribute to process improvements, train teammates, and provide reporting while operating in a fast-paced environment, with an option for in-office or hybrid work

Formación

• High School Diploma or equivalent.
• 3+ years in customer service, operations, financial services or business processing.
• Strong analytical and problem-solving skills.
• Efficient verbal, written and interpersonal communication skills.
• Proficiency in Microsoft Office applications.
• Ability to work independently in a fast-paced environment.

Responsabilidades

• Manage complex securities activities.
• Differentiate, process, and reconcile transactions.
• Research inquiries and resolve customer complaints for internal partners, clients and investment managers.
• Review time-critical and/or complex documents.
• Coordinate situations involving multiple departments.
• Provide department level reporting using multiple sources.
• Handle day-to-day income and entitlements processing.
• Provide training and guidance to team members and assist with process improvements.
• Back-up other desks and work under minimal supervision.

Conocimientos

Analytical skills

Problem solving

Communication skills

Independent work

Educación

High School Diploma or equivalent

Herramientas

Microsoft Office

Descripción del empleo

What You'll Do

Principal is seeking a Securities Operations Specialist II to join our Principal Custody Solutions (PCS) team. If you enjoy working in a fast-paced environment and have strong analytical, problem-solving and communication skills, this may be the position for you!

What You’ll Do

As a Securities Operations Specialist II, you will perform a variety of operational tasks for complex securities or cash related transactions or processes that require extensive knowledge of unit functions and systems. Here are some examples of the kinds of things you’ll do:

• Manage complex securities activities
• Differentiate, process, and reconcile transactions
• Research inquiries and resolve customer complaints for internal partners and/or clients and investment managers
• Review time critical and/or complex documents
• Coordinate situations involving multiple departments
• Provide department level reporting using multiple sources
• Day-to-day income and entitlements processing
• Provide training and support to team members, offer guidance, and assist with updating procedures and process improvements
• Back-up other desks and work under minimal supervision

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!

Who You Are

• High School Diploma or equivalent.
• 3+ years of experience in customer service, operations, financial services or business processing.
• Strong analytical and problem-solving skills.
• Efficient verbal, written and interpersonal communication skills
• Effective organizational, multi-tasking skills, and proficiency in Microsoft Office applications.
• Ability to work independently while exercising sound judgement in a fast-paced environment.

Salary Range Information

Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)

$24.86 - $29.09 / hour

Time Off Program

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

Yes

Location(s)

Hiring for our Minneapolis office only at this time.

Work Environments

This role offers in-office and hybrid (blending at least three office days in a typical workweek) work arrangements. You’ll work with your leader to figure out which option may align best based on several factors.

Work Authorization/Sponsorship

At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.

Nonimmigrant Workers and Green Card for Employment-Based Immigrants

Investment Code of Ethics

For Principal Asset Management positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.

Experience Principal

At Principal, we value connecting on both a personal and professional level. Together, we’re imagining a more purpose-led future for financial services - and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits.

Principal is an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Posting Window

We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.

Original Posting Date

10/29/2026

Most Recently Posted Date

10/29/2026

Principal uses artificial intelligence tools to assist in reviewing and evaluating job applications, fraud prevention, and candidate matching and comparisons. These AI tools support our human recruiters in the initial review process but do not make final hiring decisions without human involvement. By submitting your application, you acknowledge this use of AI in our recruitment process. Please review our Workforce (U.S.) Privacy Notice for more details on our practices and your data privacy rights.