Operations Accountant IV

About the position

We're looking for an Operations Accountant IV to join our Principal Custody Solutions (PCS) team! This role is client facing facilitating onboarding of new business, bringing records up to our standards setting the clients up for success! In this role you'll accurately balance and correct financial transactions in customer accounts as needed and maintain appropriate supporting documentation. At this level you'll be responsible for more complex problems and act as a subject matter expert on some topics. Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!

Responsibilities

• Use in-depth knowledge and experience to independently perform review of customer trust accounting using accounting analysis techniques.
• Build relationships and communicate with internal and external personnel including senior staff, administration, outside vendors and/or industry contacts.
• Lead or actively participate in large and/or advanced projects, new initiatives, process reviews and system enhancements.
• Serve as a mentor, technical trainer, and resource to junior or less tenured team members.

Requirements

• Bachelor's degree in accounting or finance or equivalent experience required.
• 4+ years relevant accounting experience.
• Solid analytical, problem solving, interpersonal, time management, planning, decision making, and communication skills required.
• Strong attention to detail and accuracy.
• Basic proficiency with key MS Office programs (Word, Excel, Outlook, OneNote, Teams) and/or system skills required.
• Success in this position requires a strong client service orientation, the ability to work under pressure in a deadline driven, team-based environment and the ability to produce accurate and timely results.
• Must be able to handle multiple, increasingly complex tasks, by prioritizing effectively and being flexible as business needs change.
• Must have the ability to take initiative, be a self-starter and work independently.
• Communication with customer staff and outside auditors as required.

Nice-to-haves

• Knowledge of SEI Trust3000 and FIS InvestOne reporting systems.
• Experience in custody operations or related field preferred.

Benefits

• Flexible Time Off (FTO) is provided to salaried (exempt) employees.
• Pension Eligible.