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Principal Retirement Benefit Analyst II in Des Moines, Iowa

The Retirement Benefit Analyst will independently analyze and process retirement calculations and transactions within established timing and quality standards. In addition, they will assist in the management and review of participant data and retirement information.

Additional responsibilities may include:

  • Independently analyze internal and external customer requests, processing retirement calculations and transactions taking into consideration compliance requirements, client/legal documents, contractual restrictions, and tax considerations.

  • Investigate and resolve calculation and transaction problems with limited support.

  • Meet performance measurement standards to ensure calculations are timely and of high quality.

  • Communicate effectively and build positive relationships with internal partners. Collaborate to complete tasks, and ensure delivery of services to customers.

  • Share knowledge and experience with the team. Be a mentor and resource to internal business partners. Participate in development of team members.

  • Provide support as needed in problem resolution, transaction processing and data management.

  • Identify, analyze, and assist in implementing process improvements.

  • Perform other job-related duties or special projects as required.

  • Associates Degree or equivalent of 4 years’ experience. (Bachelor's Degree is preferred)

  • Mathematic, Statistics or Accounting degree major is highly preferred.

  • Strong mathematical, technical and analytical skills along with keen attention to detail.

  • Strong decision making and organizational skills.

  • Must have strong mentoring, interpersonal and listening skills.

  • Ability to interpret plan/contract provisions and apply them to the calculation being requested.

  • Must be able to balance 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

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.)

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.

Requisition ID: 2021-29607

Enterprise Segment: RIS

Business Area: Pension

External Company Name: Principal Financial Group

Street: 711 High Street

Remote: Yes

FLSA Status: Non-Exempt