Securities Ops Spec II

About the role

Principal is seeking a Securities Operations Specialist II to join our Principal Custody Solutions (PCS) team. If you enjoy working in a fast-paced environment and have strong analytical, problem-solving and communication skills, this may be the position for you! As a Securities Operations Specialist II, you will perform a variety of operational tasks for complex securities or cash related transactions or processes that require extensive knowledge of unit functions and systems.

What You'll Do

• Manage complex securities activities
• Differentiate, process, and reconcile transactions
• Research inquiries and resolve customer complaints for internal partners and/or clients and investment managers
• Review time critical and/or complex documents
• Coordinate situations involving multiple departments
• Provide department level reporting using multiple sources
• Day-to-day income and entitlements processing
• Provide training and support to team members, offer guidance, and assist with updating procedures and process improvements
• Back-up other desks and work under minimal supervision

Who You Are

• High School Diploma or equivalent
• 3+ years of experience in customer service, operations, financial services or business processing

Skills that will help you stand out

• Trust and Custody experience
• Strong attention to detail and accuracy
• Good verbal, written, and interpersonal communication skills
• Effective organizational, multi-tasking skills
• Ability to work independently while exercising sound judgement
• Ability to comprehend moderate operational processes and their interrelationship
• Team player with strong interpersonal skills and adaptability
• Self-starter with ability to follow request through resolution
• Proficiency with key MS Office programs (Word, Excel, Outlook, OneNote, Teams)
• Experience with industry tools such as SEI T3000, DTCC, Fed, and SWIFT is preferred

Pay

Salary range: $24.86 - $37.55 / hour. We are open to hiring up to a SOS III based on skillset and qualifications. Security Operations Spec II: $24.86 - $33.32/hr; Security Operations Spec III: $28.03 - $37.55/hr. Non-sales positions have the opportunity to participate in a bonus program.

Schedule

This role offers a hybrid schedule (blending at least three office days in a typical workweek). 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. Pension eligible: Yes.

Location

This posting is only available for our Minneapolis, MN office (within 30 miles).