Securities Operations Specialist - Principal Custody Solutions

What You'll Do

• Process and reconcile transactions to ensure timely settlement and accurate recordkeeping.
• Review daily reports to identify discrepancies and maintain service level agreement (SLA) compliance.
• Answer routine questions from clients to ensure consistent client support.
• Mitigate operational risks by ensuring compliance with regulatory requirements, policies and standard operational procedures.
• Assist in training, professional development, and assisting with procedural updates.
• Participate in special projects as required.

• High School Diploma or equivalent
• 1 year of experience in customer service, operations, financial services or business processing
• Strong attention to detail and accuracy
• Effective verbal, written and interpersonal communication skills.
• Ability to prioritize tasks and manage time efficiently.
• Adaptability and flexibility in a dynamic work environment.

• SEI Trust 3000 experience a plus

Salary Range Information

Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

$22.20 - $29.09 / hour

• Securities Operations Specialist I
  
  Job Title:
  
  $22.20 - $25.91 / year
• Securities Operations Specialist II
  
  Job Title:
  
  $24.85 - $29.09 / year

Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period. Employees can use their PTO for vacation, personal or short-term illness.

Yes

This role will be based out of our Minneapolis, MN office and offers a hybrid schedule (with at least three days in the office a week).

willing to consider at the Securities Operations Specialist II level depending on qualifications, experience, and skillset.

At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.

Nonimmigrant Workers (https://(Use the "Apply for this Job" box below).) and Green Card for Employment-Based Immigrants (https://)

For Principal Asset Management positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.

At Principal, we value connecting on both a personal and professional level. Together, we're imagining a more purpose-led future for financial services - and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being.

Check out our careers site () to learn more about our purpose, values and benefits.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post th