Note: The job is a remote job and is open to candidates in USA. Principal Financial Group is a financial services company providing retirement and investment-related solutions. The Associate Client Documents & Systems Analyst supports the onboarding and updating of non-qualified plans by creating and revising plan documents, configuring provisions on recordkeeping systems, analyzing plan impacts, and improving operational processes. The role also provides guidance, training, quality assurance, and technical support to internal teams.
Responsibilities
- Partner with the Client Onboarding Manager, Client Service Manager, and other internal teams to create a smooth onboarding or updating experience while prioritizing and processing daily work demands through various tools to meet customer and team needs. Manage the process of creating and revising plan documents with the necessary language and attachments to achieve the desired plan setup. Ensure all contracts are established properly on all systems. Create accurate enrollment experiences through online setup and proper support materials
- Analyze and communicate the impact of selected provisions on overall plan structure and administration. Recognize unusual situations, proactively conduct independent research, and/or coordinate with internal partners to identify solutions and communicate findings to affected parties
- Identify and implement solutions for operational efficiencies within client onboarding services as well as develop and maintain documentation and procedures for the processes utilized. Make recommendations and assist with implementation with an objective of department efficiency and increased customer satisfaction
- Provide guidance to Client Onboarding Manager or Client Service Manager on specific client information or direction necessary to create or revise documents and plan provisions. Coordinate with Client Onboarding Manager or Client Service Manager on deliverables with special timing needs
- Promote team development through shared knowledge and information with team members in working to resolve unusual or challenging situations. Assist with the training and mentoring of other team members. Provide technical assistance for other roles or tasks and procedures. Perform quality assurance and internal audits at various points in the process
- Maintain a comprehensive knowledge of our record-keeping system, plan contract, services, and plan/service documents
- Other job-related duties or special projects as needed
Skills
- Relevant professional experience in onboarding, insurance, financial services, or comparable functions, demonstrated through a combination of work experience, training, military experience, and/or education, totaling 6+ years
- Proficiency with MS Word, MS Excel, and Salesforce
- Extensive knowledge and understanding of non-qualified plans, terminology, contract documents, manuals, and procedures
- Advanced business unit knowledge and technical skills of non-qualified products and regulations
- Experience analyzing and communicating the impact of non-qualified plan provisions
- Ability to recognize document interdependencies and system relationships
- Strong oral and written communication skills
- Ability to identify missing or conflicting information and communicate corrective action needs
- Must be accurate, organized, able to meet deadlines, and follow through on tasks
- Ability to build and maintain good relationships within the organization
- At this time, we're not considering candidates 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
- 1+ years of related non-qualified experience, preferably within Principal
- Experience reviewing, interpreting, or working with legal documents, plan documents, policies, contracts, or other complex business documentation preferred
Benefits
- Non-sales positions have the opportunity to participate in a bonus program.
- 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.
- This role offers in-office, hybrid (blending at least three office days in a typical workweek), and remote work arrangements.
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