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Transfer Coordinator

1 month ago

Raleigh, North Carolina, United States Principal Financial Group Full time
Job Summary

We are seeking a skilled Transfer Coordinator to join our team at Principal Financial Group. In this role, you will be responsible for establishing and maintaining strong relationships with prior providers to ensure a smooth transition of clients to our retirement platform.

Key Responsibilities:

  • Work with prior providers to confirm data gathering and transmission needs
  • Collaborate with Client Onboarding Managers and other team members to ensure accurate transition of data and funds
  • Review and analyze prior plan information and data to ensure accuracy
  • Use expert Excel skills to reformat data, upload, and build new accounts into all systems
  • Prepare for receipt of funds to ensure accurate deposit of transfer assets
  • Identify and resolve any issues with prior data

Requirements:

  • Bachelor's degree or equivalent and 4+ years of work experience
  • Excellent working knowledge of computer applications, including Microsoft Office programs
  • Advanced Excel skills and strong leadership, problem-solving, and analytical skills
  • Excellent time management, planning, and organizational skills
  • Self-starter who can work independently with all job levels

What We Offer:

  • Competitive salary range: $101,000/year
  • Flexible Time Off (FTO) program
  • Pension eligibility
  • Opportunities for professional growth and development

About Principal Financial Group:

Principal Financial Group is a purpose-led firm that builds financial tools to help our customers live better lives. We take pride in being a trusted leader for over 140 years, motivated by our mission to make financial security accessible to all.