Financial Operations Specialist

7 days ago


Des Moines, Iowa, United States Principal Financial Group Full time

We are seeking an experienced Financial Operations Specialist to join our team at Principal Financial Group. This role offers the opportunity to support the lifecycle of investments, ensuring seamless execution and reporting.

About the Role

In this position, you will have the chance to work with a talented team to process transactions, collaborate with internal and external personnel, provide training to junior colleagues, and serve as a subject matter expert on primary job functions.

  • You will independently process transactions with minimal guidance, including establishing new securities, compliance rules, new accounts, and/or new reports.
  • You will collaborate with internal and external personnel to educate, provide direction, obtain information, and resolve problems.
  • You will provide initial and ongoing training to junior team members and serve as the first point of contact for inquiries.
  • You will serve as a Subject Matter Expert on all primary job functions.
Requirements

To succeed in this position, you will need:

  • A Bachelor's degree in accounting, finance, economics, or business, or equivalent experience.
  • At least 2 years' work experience in investment/mutual fund operations or a related field.
  • Knowledge of financial services and investment-related terminology.
  • Solid analytical, problem-solving, time management, planning, decision-making, and interpersonal skills.
What We Offer

We offer a competitive salary range of $72,150 - $95,950 per year, based on geographic location, work experience, education, licensure requirements, and skill level. Additionally, you will be eligible for our Flexible Time Off (FTO) program, which provides paid time off for vacation, personal, or short-term illness.

About Us

Principal Financial Group is a purpose-led firm that takes pride in being a trusted leader for over 140 years. We operate at the intersection of financial services and technology, building financial tools that help our customers live better lives. Our mission, integrity, and customer focus drive our success.

Equal Opportunity Employer

We are an equal opportunity employer and welcome applicants from diverse backgrounds. 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.



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