CareerPlan

Securities Operations Specialist II - Minneapolis, MN

Minneapolis, MinnesotaFull-time2026-10-29 → 2026-11-10
HybridNo visa sponsorship

Core

Perform operational tasks for complex securities or cash related transactions and processes within Principal Custody Solutions.

Role type

mid-level securities operations specialist

Builds

custody solutions and transaction processing workflows

Domain

financial services / securities operations

Required skills

transaction processing, reconciliation, customer complaint resolution, document review, cross-department coordination, reporting, income/entitlements processing, procedure updates

Preferred skills

analytical skills, problem-solving, independent work, sound judgement

Technologies

Microsoft Office

Responsibilities

Manage complex securities activities, differentiate and reconcile transactions, research inquiries and resolve customer complaints, review time critical documents, coordinate situations involving multiple departments, provide department level reporting, process day-to-day income and entitlements, provide training and support to team members, back-up other desks

Seniority

Mid-level, individual contributor