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Analyze and process complex transactions to maintain computerized retirement and repetitive payment records while ensuring compliance with legal and tax requirements. Resolve accounting discrepancies and communicate effectively with internal and external customers to obtain necessary information.
Principal is looking for a Repetitive Benefits Specialist 1 to join our Annuity Services team! In this role, you will analyze and process complex transactions to create and maintain computerized retirement and repetitive payment records for customers within established timing & quality standards.
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!
The following locations are examples of market-specific salary ranges across different geographies.
This role offers remote work options, offering the flexibility to work from a home-based environment.
At this time, we are not considering applicants who need any form of immigration sponsorship now or in the future to work in the United States. This includes F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, and others. For more information on work authorization requirements, please use the following links.
Investment Ethical Guidelines
For Principal Asset Management roles, you must adhere to an Investment Code of Ethics covering personal and business behavior. It also includes personal trading activities for you and your household members. These rules might apply to other roles within the company as well.
At Principal, we believe in building connections on both personal and professional levels. Together, we’re envisioning a more purpose-driven future for financial services – and it begins with you. Our achievements rely on the diverse experiences, backgrounds, and talents of our team members. We support our employees just as we support our customers: through comprehensive, competitive benefit packages designed to safeguard their physical, financial, and social well-being. Visit our careers site to discover more about our mission, values, and benefits.
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.
Principal uses artificial intelligence tools to assist in reviewing and evaluating job applications, fraud prevention, and candidate matching and comparisons. These AI tools support our human recruiters in the initial review process but do not make final hiring decisions without human involvement. By submitting your application, you acknowledge this use of AI in our recruitment process. Please review our Workforce (U.S.) Privacy Notice for more details on our practices and your data privacy rights.
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