Senior Securities Operations Specialist - Hybrid

Principal International; Minneapolis (MN); Hybrid; USD 39,000 - 47,000; Full time

Benefits offered by this job

Hybrid work model

Pension plan

Job summary

Principal Asset Management in Minneapolis, MN, is seeking a Securities Operations Specialist III to join our Trust & Custody PCS team. You will act as the primary resource for critical production or escalation issues and provide management-level reporting on service quality, volume tracking, and staff performance.

The role requires 5+ years of customer service or asset servicing experience, with Securities industry background preferred; strong attention to detail and communication skills are

Qualifications

• High School Diploma or equivalent.
• At least 5 years of experience in customer service, trust operations, financial services, or asset servicing.
• Securities industry experience strongly preferred.
• Strong attention to detail and accuracy.
• Good verbal, written and interpersonal communication skills.
• Advanced organizational and multi-tasking skills.
• Has advanced and specialized expertise, typically developed through a combination of job-related training and work experience.

Responsibilities

• Demonstrate in-depth knowledge of processes within the immediate team and perform operational tasks for highly complex financial transactions.
• Perform balancing, reconciling, research and resolution for the most complex differences.
• Lead and/or participate in production improvement efforts and address procedural impacts. Provide back-up for most department functions.
• Understand internal control framework and use this information to provide risk mitigation techniques, while prioritizing and focusing on the higher risk items.
• Consistently demonstrate a positive, solution-oriented mindset with a commitment to collaboration.

Skills

Securities industry experience

Attention to detail

Communication skills

Organizational skills

Specialized expertise

Education

High School Diploma or equivalent

Job description

Principal Asset Management in Minneapolis, MN, is seeking a Securities Operations Specialist III to join our Trust & Custody PCS team. You will act as the primary resource for critical production or escalation issues and provide management-level reporting on service quality, volume tracking, and staff performance.

The role requires 5+ years of customer service or asset servicing experience, with Securities industry background preferred; strong attention to detail and communication skills are