Sorry, this job is no longer accepting applications. See below for more jobs that match what you’re looking for!

Plan Reporting Analyst II - #222236

Expired Job

Principal Financial Group Cedar Falls , IA 50614

Posted 3 months ago

Job Area: All Other

Business Area: Pension

Location: IA - Mason City;IA - Cedar Falls;IA - Des Moines;WA - Spokane

Career Category: Experienced Professional

Full/Part Time: Full-Time

Regular/Temporary: Regular

Date Posted: 2018-09-20

Be a part of something bigger.

Do you want a career where you can make a real difference? At Principal, you can.

We work with a greater purpose in mindto give people the financial tools and confidence to live their best lives. And we take that to heart not only for our clients but also extend that to our employees.

By choosing to work at Principal, you'll be a part of making a difference in the lives of customers and in communities. And you can make a difference in your own life by joining a company that cares about its employees as much as it cares about its customers. From career development to comprehensive benefits to our vibrant, diverse work environment, you'll find plenty of opportunities to enrich your personal and professional life.

Responsibilities

  • Accountable for preparing the most complex compliance testing across all segments including managing the largest Institutional client tests.

  • Meet or exceed required production and quality standards defined for this role.

  • Analyze & interpret unique plan designs to effectively translate the impact those provisions have on complex testing to ensure accurate results.

  • Consult and negotiate with internal partners on timing and/or solutions for individual client tests.

  • Analyze conditions thoroughly to reach wise independent decisions.

  • Lead discussions with clients, Sales reps, Advisors, CPA's, and or attorneys as you find the need to learn more to ensure the tests you are preparing areaccurate.

  • Maintain comprehensive knowledge of plan design and IRS requirements as they relate to compliance testing related issues.

  • Responsible for advancing team strategies with confidence while developing team momentum, enthusiasm and pride.

  • Represent the team on projects with potential to become the project lead as needed.

  • Innovate using creative thinking to aggressively identify ways to move the team forward to ensure long term success forthe team, , our clients, and for RIS.

Qualifications

  • Bachelor degree or equivalent experience required

  • 4+ years of relevant financial services experience preferred with strong preference for retirement plan operations or client facing interaction experience.

  • Proven excellence with written and verbal communication skills

  • Strong problem solving, decision making, organizational and time management skills.

  • Must be able to work both independently and within a collaborative team environment

  • Demonstrates a strong power of analytical reasoning.

  • Proven track record of innovating for future success and is committed to continuous innovation.

  • Advanced PC skills including using WORD, EXCEL, and RIS Systems.

  • Ability to comprehend and apply plan and contract document provisions..

Location

This position may be located in Des Moines, IA, Cedar Falls, IA, Mason City, IA, Spokane, WA or virtually.

Interview Details

What's next? Innovation at its finest.

We'll review your application and if you're selected for an interview, you'll receive an invite for an On-Demand Video interview. Haven't done that before, don't worry. We've got all the tips and tricks available to help you be successful. With an On-Demand Video Interview, you can add your own flair and personality at your pace.

Be sure to check your email frequently. We'll communicate our decisions through the email address used on your online profile. If you receive an email from Principal Talent Team, you've been selected to begin your video interview and have a set time to submit once you log in.

Additional Information

Benefits designed with you in mind.

Because each employee is unique, our benefit packages give you lots of choices. We offer comprehensive benefits that helps contribute to the healthy, fulfilling life and gratifying work experience you deserve, at an affordable cost. Click here to see just a few benefits you'll receive once you join our team.

Not an exact match for this role?

We've got a lot of opportunities, so check out some of the others. And creating an email alert on our career site will help you keep you connected and informed of opportunities you're interested in with a just a few clicks!

Work Authorization/Sponsorship

At this time, we're not able to consider candidates who would need sponsorship now or in the future or those needing work authorization for this role. (This includes students on F1-OPT, F1-CPT, J-1, etc.) However, we'd hope you continue to keep us in mind for other potential opportunities in the future.

Principal is an Affirmative Action and Equal Opportunity Employer.

All qualified applicants will receive consideration for employment without regard to of age, race, color, religion, sex, gender identity, gender expression, pregnancy, national origin, citizenship status, disability, genetic characteristics, sexual orientation, marital status, domestic partner status, military status, protected veteran status, disability status or any other characteristic protected by law.


See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Download the
LiveCareer app and find
your dream job anywhere
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Assistant Manager Client Services 222382

Principal Financial Group

Posted 1 week ago

VIEW JOBS 11/10/2018 12:00:00 AM 2019-02-08T00:00 Job Area: Financial Services Business Area: Pension Location: GA - Atlanta;PA - Pittsburgh;IA - Mason City;IA - Cedar Falls;IA - Des Moines Career Category: Experienced Professional Full/Part Time: Full-Time Regular/Temporary: Regular Date Posted: 2018-11-09 Be a part of something bigger... Do you want a career where you can make a real difference? At Principal®, you can. We work with a greater purpose in mind—to give people the financial tools and confidence to live their best lives. And we take that to heart not only for our clients but also extend that to our employees. By choosing to work at Principal, you'll be a part of making a difference in the lives of customers and in communities. And you can make a difference in your own life by joining a company that cares about its employees as much as it cares about its customers. From career development to comprehensive benefits to our vibrant, diverse work environment, you'll find plenty of opportunities to enrich your personal and professional life. Responsibilities Do you have strong change management skills with a passion for leading? The Assistant Manager will lead a team of Retirement Benefit Analysts to ensure high quality, efficient and prompt service, meeting customer expectations. Additional responsibilities may include: * Lead a team in a manner that ensures high quality service, fosters a culture that supports multiple product lines, and meets business goals at an acceptable cost. Achieve performance expectations as set by management and communicate progress. Direct and allocate resources to support workflow and processes. Match projects/assignment difficulty to employee skills and experience. Balance work assignments for team members. * Select, lead, coach, and motivate team to further their development and utilize their capabilities. This includes hiring, training, performance management, and salary administration. Provide ongoing positive feedback for improvement. Promote business literacy and competency development. Celebrate success of individuals and team. Take appropriate and timely disciplinary action. * Identify and analyze escalated problems and provide guidance to team members for resolution. Negotiate solutions and act as a liaison with internal and external customers when necessary. * Establish and maintain effective working relationships with staff throughout business unit and the company in order to identify and understand customer and business unit needs and objectives; plan accordingly and implement solutions to improve effectiveness and results. Connect service teams to promote collaboration and communication to support service delivery across multiple product lines. * May assist with development of the divisional budget. Manage team to meet goals within budget. * Perform other job-related duties and special projects as required. Qualifications Skills required: * Bachelor's degree or equivalent of 8 years' experience required * 4+ years related experience. * While formal leadership experience is preferred, will consider informal leadership experience. * Defined Benefit or experience within the Financial Services Industry is preferred. Successful candidates will have the following: * Requires excellent analytical, problem solving, and verbal and written communication skills. * Strong MS Excel experience. * Must also possess strong interpersonal, organizational/ leadership, and negotiation skills. * Excellent understanding of retirement business and customer service requirements. * Overnight travel may be required. Visa Sponsorship This position is not eligible for sponsorship for work authorization by Principal. Therefore, if you will require sponsorship for work authorization now or in the future, we cannot consider your application at this time. AAEEO Principal is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, gender identity, gender expression, pregnancy, national origin, citizenship status, disability, genetic characteristics, sexual orientation, marital status, domestic partner status, military status, protected veteran status, disability status or any other characteristic protected by law. Principal Financial Group Cedar Falls IA

Plan Reporting Analyst II - #222236

Expired Job

Principal Financial Group