Document Specialist III

What You'll Do

As a Document Specialist III in our Retirement Plan area, you’ll develop and draft document solutions that meet client needs. Serve as a resource in identifying, interpreting, and presenting legislative, regulatory, and compliance issues that affect retirement documents.

 

Here are some other examples of things you’ll be doing:

• Produce accurate and timely retirement documents in accordance with applicable laws and regulations to meet client and business partner expectations and in-line with administrative processes and procedures. Review and analyze outside- written retirement documents for clients as needed. Identify, analyze, and resolve document issues of a sensitive nature.
• Connect with plan sponsors, consultants, tax/legal advisors, or regulators, as needed. Develop and manage relationships with internal business partners and provide technical educational assistance to the sales force and business unit employees.
• Provide technical assistance to team members, internal clients, and external clients for document production and plan review questions. Provide input regarding procedures and document development.
• Perform other job-related duties or special projects as the need arises.

Who You Are

• Bachelor's degree or equivalent work experience required.
• 2 years related experience required (Defined Contribution document drafting experience is preferred)
• Retirement plan knowledge strongly preferred.
• Experience researching and interpreting laws and regulations affecting retirement documents as needed.
• Excellent time management, communication, problem solving, and analytical skills.

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.

Salary Range

$49300 - $128400 / year

Additional Information

Job Level

 

We'll consider talent at the level IV and V with the right experience and skills.

To be considered at the level IV would require:

Bachelor's degree or equivalent with 4 years of related business experience, including at least five years working with retirement documents

To be considered at the level V would require:

Requires a bachelor's degree or equivalent experience with 6 years of related pension business experience, including at least five years working with retirement documents

 

Location

 

This opportunity is open to remote candidates 

 

Work Authorization/Sponsorship

At this time, we're not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role. (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.) For additional information around work authorization needs please use the following links: Nonimmigrant Workers and Green Card for Employment-Based Immigrants

Investment Code of Ethics

For Principal Global Investors 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.

Experience Principal

While our expertise spans the globe, we're bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the outstanding experiences, backgrounds, and talents of our employees – individually and all of us together. Explore our core values, benefits and why we’re an outstanding place to grow your career.

Principal is an Equal Opportunity Employer

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.

LinkedIn Remote Hashtag

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Salary : $49,300 - $128,400