Responsibilities:

About the Role:

Are you ready to take your career to the next level?

• As a Process Specialist
• Custodian at Principal, you will play a pivotal role in ensuring the flawless management of financial processes.

This outstanding opportunity allows you to work in a fast-paced environment where your expertise in finance and insurance will be highly valued.

You'll be part of an ambitious team dedicated to delivering world-class services!

Key Responsibilities:

Validate income entitlements and verify positions and rates with outstanding accuracy.

Handle dividend, interest, ex-date, record date, and payable date processing proficiently.

Manage the trade life cycle with proven expertise.

Coordinate corporate action income events, both mandatory and voluntary.

Complete payment processes, including incoming/outgoing wires, FED, and ACH transactions efficiently.

Differentiate, process, and reconcile transactions meticulously.

Research inquiries and resolve customer complaints promptly.

Review time-sensitive and complex documents diligently.

Build or revise departmental procedures to ensure strict compliance.

Assist the team leader/manager in proactively managing process risks.

Perform quality checks on co-workers’ outputs to ensure accuracy, completeness, and consistency.

Lead or engage in initiatives aimed at process improvement and innovation.

Qualifications Qualifications: Bachelor’s degree or equivalent experience in a related field.

At least 2 years of relevant experience demonstrating strong Employee Benefit, Trust, and Custody knowledge.

Proficiency in Microsoft Office, with a focus on Excel.

Strong analytical skills and attention to detail.

Ability to communicate and collaborate effectively with business partners and management.

Additional Information Shift Timings This role follows a shift timing of 6.30 pm to 3.30 pm IST (Daylight Saving) / 5.30 pm to 2.30 pm IST

Location: Our office is located in the bustling area of Magarpatta, Pune, making it an ideal location for professionals who thrive in a dynamic environment.

We believe that our people are our greatest asset.

At Principal, you will have the opportunity to grow your career, develop your skills, and engage with some of the most innovative minds in the industry.

Join us in our journey to develop a brighter financial future for our clients!

About the Role:

Are you ready to take your career to the next level?

• As a Process Specialist
• Custodian at Principal, you will play a pivotal role in ensuring the flawless management of financial processes.

This outstanding opportunity allows you to work in a fast-paced environment where your expertise in finance and insurance will be highly valued.

You'll be part of an ambitious team dedicated to delivering world-class services!

Key Responsibilities:

Validate income entitlements and verify positions and rates with outstanding accuracy.

Handle dividend, interest, ex-date, record date, and payable date processing proficiently.

Manage the trade life cycle with proven expertise.

Coordinate corporate action income events, both mandatory and voluntary.

Complete payment processes, including incoming/outgoing wires, FED, and ACH transactions efficiently.

Differentiate, process, and reconcile transactions meticulously.

Research inquiries and resolve customer complaints promptly.

Review time-sensitive and complex documents diligently.

Build or revise departmental procedures to ensure strict compliance.

Assist the team leader/manager in proactively managing process risks.

Perform quality checks on co-workers’ outputs to ensure accuracy, completeness, and consistency.

Lead or engage in initiatives aimed at process improvement and innovation.

Qualifications: Bachelor’s degree or equivalent experience in a related field.

At least 2 years of relevant experience demonstrating strong Employee Benefit, Trust, and Custody knowledge.

Proficiency in Microsoft Office, with a focus on Excel.

Strong analytical skills and attention to detail.

Ability to communicate and collaborate effectively with business partners and management.