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Principal Financial Group

Process Specialist - DC

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  • Posted 5 days ago
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Job Description

Responsibilities

  • Execute operational tasks in accordance with established process guidelines and quality standards.
  • Achieve productivity, quality, and SLA targets consistently.
  • Analyze process performance and identify opportunities for improvement.
  • Handle escalations and resolve process-related issues in a timely manner.
  • Collaborate with internal stakeholders to ensure smooth workflow and service delivery.
  • Prepare and maintain reports, dashboards, and process documentation.
  • Support training and knowledge-sharing initiatives for team members.
  • Ensure compliance with company policies, procedures, and regulatory requirements.
  • Participate in process improvement projects and automation initiatives.
  • Monitor key performance metrics and provide actionable insights.

Qualifications

Bachelor's degree in finance

Additional Information

  • 2–5 years of relevant experience in operations, insurance, banking and financial services
  • Strong analytical and problem-solving abilities.
  • Excellent written and verbal communication skills.
  • Proficiency in MS Office applications, especially Excel and PowerPoint.
  • Ability to work independently and collaboratively in a team environment.
  • Strong attention to detail and customer-focused mindset.
  • Experience in 401K domain will be an added advantage

More Info

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Job ID: 151286059