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Retirement Benefit Analyst I

2 months ago

Des Moines, United States Principal Financial Services, Inc. Full time

What You'll Do

As a

Retirement Benefit Analyst I , you’ll process retirement calculations and transactions within established timing and quality standards, and you’ll assist in the management and review of participant data and retirement information. Your day will be filled with: Analyzing customer requests, processing retirement calculations and transactions taking into consideration compliance requirements, client/legal documents, contractual restrictions, and tax considerations. Investigating and resolving calculation and transaction problems with limited support. Meeting performance measurement standards to ensure calculations are timely and of high quality. Communicating effectively and build strong relationships with internal partners. Collaborating with internal partners to complete tasks and ensuring delivery of services to customers. Sharing knowledge and experience with the team and being a mentor and resource to internal business partners. Participating in development of team members, and providing support as needed in problem resolution, transaction processing and data management while identifying, analyzing and assisting in implementing process improvements. Performing other job-related duties or special projects as required. 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

Associates Degree, preferably in a major in an analytical field (such as but not limited to Math, Actuarial Science, Statistics) or 2+ years of work related experience preferred. Strong mathematical, technical and analytical skills along with keen attention to detail Must have strong decision making and organizational skills. Must have strong mentoring, interpersonal and listening skills. Must be able to interpret plan/contract provisions and apply them to the calculation being requested. Must be able to handle a heavy workload and ability to prioritize with frequent interruptions. Must be a team player and a positive influence in a team environment. Knowledge of spreadsheet and database or similar PC software packages, or the ability to learn, is preferred. High integrity and discretion to ensure the confidentiality of sensitive client data.

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)

$16.75 - $31.73 / 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 Additional Information

Location This role offers in-office, hybrid (blending at least three office days in a typical workweek), and remote work arrangements (only if residing more than 30 miles from Des Moines, IA, or Charlotte, NC).

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 candidates 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 Global Investors 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 While our expertise spans the globe, we're bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees – individually and all of us together. Explore our

core values ,

benefits

and why

we’re an exceptional place

to grow your career. 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

7/11/2024 Most Recently Posted Date

7/11/2024 LinkedIn Remote Hashtag

#LI-Remote #J-18808-Ljbffr