Trainee, Process Specialist

Key Responsibilities

• Process and check transactions under the Pension product within defined Service Level Agreements applying available resources including technical documentation, computer system application features, co-workers, and Subject Matter Experts.
• Review internal and external correspondence to identify the necessary course of action.
• Perform other job-related duties or special projects as required, making suggestions for improvement in process and procedures.
• Ensure effective work management and same-day processing to avoid possible financial losses.
• Follow compliance, information security, as well as internal and external statutory and regulatory standards.
• Perform assigned work accurately to meet or exceed quality expectations that lead to greater client happiness and profitability for Principal Financial Group.
• Develop partnerships among peers and those supported to increase ownership of work and sustain an efficient process.
• Compliance with PGS policies and flexibility as per business needs.

Qualifications

• Recent graduation passout
• Good written and verbal communication skills
• Analytical skills
• Willingness to work in shifts
• Multitasking and effective decision-making Abilities

Additional Information

• Basic knowledge of MS Office tools, specifically MS Excel
• Good knowledge of the finance domain and industry

Proficiencies

• Make Sound Business Decisions
• Embrace Change
• Build Positive Relationships
• Results Oriented