Apr 17, 2026
What You'll Do:
Performs a variety of operational securities and cash transactions, ensuring accuracy and timely processing or processes that require general knowledge of unit functions and systems. Duties may include differentiating, processing and reconciling transactions; researching inquiries; addressing and resolving customer inquiries, escalating complex matters as needed to support internal business partners and/or clients/investment managers; reviewing time sensitive and/or less complex to moderately complex documents; Participates in revising departmental procedures. Coordinates situations that involve other departments. Processing and reconciling transactions to ensure timely settlement and accurate recordkeeping. Reviews daily reports to identify discrepancies and maintain SLA compliance. Answers routine questions from clients to ensure consistent client support. Mitigates operational risks by ensuring compliance with regulatory requirements, policies and...
Principal Financial Group
Minneapolis, MN