Job Description
Responsibilities:
Why This Opportunity is Unique
At Principal, excellence and innovation are our priorities. In the role of Process Specialist - Custodian, you will occupy a significant position within our Finance/Insurance division. You will uphold top-tier processes and ensure smooth customer experiences. Your contributions will be appreciated, and you will work alongside a driven group dedicated to success and ongoing development.
Responsibilities
As a Process Specialist - Custodian, your responsibilities will include:
- - Applying your strong knowledge of Pension Benefits payments (Lum-sum and periodic)
- Processing ACH returns, ACH NOC, ACH Reclaims (Death benefits), Payment Directives, STOP and Reissue of Payments.
- Performing updates to pension records for plan participants, including changes to addresses, banking information for direct deposits, and adjustments to tax withholding preferences.
- Differentiating, processing, and balancing transactions w...
Why This Opportunity is Unique
At Principal, excellence and innovation are our priorities. In the role of Process Specialist - Custodian, you will occupy a significant position within our Finance/Insurance division. You will uphold top-tier processes and ensure smooth customer experiences. Your contributions will be appreciated, and you will work alongside a driven group dedicated to success and ongoing development.
Responsibilities
As a Process Specialist - Custodian, your responsibilities will include:
- - Applying your strong knowledge of Pension Benefits payments (Lum-sum and periodic)
- Processing ACH returns, ACH NOC, ACH Reclaims (Death benefits), Payment Directives, STOP and Reissue of Payments.
- Performing updates to pension records for plan participants, including changes to addresses, banking information for direct deposits, and adjustments to tax withholding preferences.
- Differentiating, processing, and balancing transactions w...
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