Document Fulfillment Specialist

Principal Financial Group
Des Moines, IA, United States
Full-time

What You'll Do :

As a Document Fulfillment Specialist on our Enterprise Document Services team, you'll perform various mail and document distribution processes.

Your day will be filled with :

  • Preparing incoming mail, checks or other documents, scanning, rudimentary annuity indexing, and properly storing documents for either long or short term retention.
  • Sort, open, identify, date stamp and process incoming mail for delivery to customers according to specific processing guidelines established by each customer's needs.

Includes handling of overnight mail.

  • Sort, process and distribute computer generated output to internal and external customers. Includes sending forms in accordance to state laws and regulations.
  • Research and redistribute returned, misdirected and unidentified mail according to specific guidelines established by each customer's needs.
  • Provide accurate filing and maintenance / retrieval of paper files. Includes correspondence, case files, and special documents.
  • Process and distribute inbound and outbound faxes via paper or faxination.
  • Organizing and completing daily work goals and team project work.
  • Ensuring that all imaged documents adhere to CSD imaging / indexing quality standards.
  • Following departmental policies and procedures, training and best practices for use within the imaging environment.

Who You Are :

  • High school degree or equivalent with 2+ years of related experience required.
  • Must be able to maintain a high degree of accuracy and confidentiality.
  • Good oral and written communication, analytical, problem-solving, and basic math skills required.
  • Must have time-management, decision-making, planning and organizational skills.
  • Basic computer skills and PC experience with ability to key 45 CWPM.
  • 10 Key experience is preferred.
  • Prolonged sitting, standing, reaching and lifting up to 50 lbs.
  • Attention to detail and ability to follow documented procedures and verbal instructions required.
  • Good interpersonal skills and ability to work with a variety of people in a team atmosphere, as well as working independently.
  • May be required to work overtime / additional hours including weekends, holidays and rotation coverage on Saturdays.

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 :

$16.90 - $19.66 / hour

Time Off 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 :

Additional Information :

Location

This opportunity would be an in-office position located at our Downtown Des Moines, IA campus. We're looking for an individual that would be available to work our 8 : 30am-5 : 00pm CST shift.

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.)

Nonimmigrant Workers and Green Card for Employment-Based Immigrants

Investment Code of Ethics

For Principal Global Investors positions, youll 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 cultivate 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 were an exceptional 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.

Posting Window :

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 the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date.

Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.

Date First Posted (TTF) :

8 / 22 / 2024

Latest Post Date : Careers - US :

9 / 9 / 2024

30+ days ago
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