Sr Trust Services Specialist

What You'll Do

As a Senior Trust Services Specialist, you'll provide support to Principal Trust Company departments by maintaining accurate records of trust activity with a main focus on account maintenance.

Here are a few examples of the kinds of things you'll do: 

• Perform routine trust services administrative functions that may include new account set-up, distribution processing and review of customer statements for adherence to regulatory guidelines.
• Identify problems and develop solutions to issues impacting our Principal customers; escalate issues as appropriate.
• Support team initiatives through participation in projects, process reviews and/or system enhancements.
• Timely and accurately complete daily tasks while balancing a variety of other tasks.
• Work closely with our administrative partners on day to day work.
• Perform other job-related duties and 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

• High school diploma or equivalent and 4+ years of related experience required
• Two years experience in bookkeeping, trust accounting administration, or experience with qualified and nonqualified benefit plans preferred
• Excellent oral and written communication, organizational, problem solving, prioritization, mathematical, interpersonal and time management skills 
• Must be able to work independently in a fast paced, team environment
• Flexible work schedule is required with overtime, as needed
• Requires basic computer skills and the ability to obtain the knowledge of business unit software
• Must have basic to mid-level knowledge of Excel
• Excellent customer skills required 

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)

$ $35.19 / 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 Job level

We'll consider hiring a candidate at the next level with the right experience and skills.

Work Environments

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 now or in the future or those needing work authorization for this role. (This includes, but is not limited to students on F1-OPT, F1-CPT, 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

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

12/1/2025
Most Recently Posted Date

12/1/2025

LinkedIn Remote Hashtag

#LI-Remote

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