Document Specialist I

What You'll do

As a Document Specialist at Principal Financial Group, you will be at the forefront to identify, interpret and communicate complex legislative, regulatory and compliance issues that affect retirement documents.

Provide analysis and guidance of retirement document interpretation issues and retirement document design questions. Develop document solutions to meet internal and external client needs.

You'll have opportunity to

• Develop and produce accurate and timely documents in accordance with applicable laws and regulations to meet business partner expectations.
• Communicate with plan sponsors, consultants, tax/legal advisors or regulators as needed.
• Identify, analyze and resolve escalated documents issues of sensitive nature.
• Serve as a valuable resource for department members, internal business partners and external clients by providing accurate and timely responses to document related issues.
• Lead or participate in special projects critical to the growth of the business unit and the company.

Who You are

• Document Specialist with strong expertise to identify, interpret and communicate complex legislative, regulatory and compliance issues that affect retirement documents.
• Provide analysis and guidance of retirement document interpretation issues and retirement document design questions. Develop document solutions to meet internal and external client needs.
• Experience: 2 to 4 years

Education

Bachelor's degree or equivalent experience

Skills

Exceptional written and verbal communication, interpersonal, basic math, organizational, reading comprehension, interpretation, negotiation, innovation, analytical and problem solving.

Requires in-depth knowledge of plan and contract documents, manuals, procedures and company products and services.

Must possess an in-depth understanding of accounting and recordkeeping systems and PC applications.

Microsoft Office skills, especially Excel

Ability to work/communicate effectively with business partners/management.

This position requires a good understanding of business operations/processes and legislative, regulatory and in-house company policy requirements.

Must have high level of creativity and resourcefulness.

Requires excellent analytical and problem solving, verbal and written communication and presentation skills.

Must be a self-starter who can work independently and with people at all job levels.

Why Choose Principal?

At Principal, we believe in nurturing talent and providing a collaborative environment where you can thrive. We offer:

Opportunities to work on brand new technologies and innovative projects.

An encouraging and inclusive culture that values diversity.

Continuous learning and development programs to help you achieve your career goals.

Competitive compensation and benefits.

Join us and be part of a team that pursues outstanding quality and aims to provide world-class solutions. Your contributions will directly influence our success and help us remain leaders in the financial services industry. We are excited to see the outstanding work you will achieve with us!