171 applicants

Company

Principal Financial Group · 3 hours ago

Transition Coordinator

Minneapolis, MN

Full-time

Remote

Mid, Senior Level

$51K/yr - $80K/yr

7+ years exp

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Financial ServicesInsurance

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Responsibilities

Work closely with Clients, Relationship Managers, Sales, Middle Office Underwriting Document and PCS operations and external partners team to reconcile trust assets and process cash/security accurately.

Act as project manager for assigned conversion projects including scheduling, planning and leading meetings with internal and external partners - the conversions will include Internal/External Meetings and Planning and Day to Day Processing conversations.

Support the risk management and compliance process ensuring effective use of tools and other risk mitigation activities to limit exposure and improve audit results.

Perform maintenance activities including intra-department follow up and actioning service tickets using internal systems (i.e., Jira and Salesforce).

Travel (~5%) may be required for Final Sales presentations.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Client ServicesTrust OperationsProject ManagementExcel (Advanced)SalesforceJiraTrust 3000 SystemCollaboration Skills

Required

Bachelor's degree or 7+ years of client services, financial services, preferably in trust & custody operations (processing assets) or project management

Strong MS Office experience including PowerPoint, Excel, Word, Outlook, and Teams

Detailed and solutions orientated to identify and resolve reoccurring issues

Preferred

Significant exposure to trust operations / asset processing

Excellent collaboration, communication, organizational and presentation skills

Advance knowledge of Excel (formulas, VLOOKUP), Salesforce and Jira (other ticketing system)

Knowledge of Trust 3000 system preferred

Benefits

Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness.

Pension Eligible: Yes

Company

Principal Financial Group

Glassdoor

3.9

Principal Financial Group® is dedicated to improving the wealth and well-being of people and businesses around the world—helping more than 62M customers plan, protect, invest, and retire as of December 31, 2023.

Founded in 1879

Des Moines, Iowa, USA

10001+ employees