Securities Operations Service Specialist

4 weeks ago


Remote, United Kingdom Equiniti Full time

Management Level

I
- EQ is a leading international provider of shareholder, pension, remediation and credit technology. With over 5,000 employees, it supports 37 Million people in 120 countries. EQ’s purpose is to care for every customer and simplify every transaction, delivered with less of an impact on the environment. In December 2021 EQ formally moved into private ownership by affiliates of Siris Group Capital, LLC.

High Level Summary- JOB DESCRIPTION/RESPONSIBILITIES- The team member will be assigned a portfolio of companies and will be responsible for the day to day processing, balancing and validation of the plan activities for each company in the portfolio. The team member will be required to gain a thorough understanding of all requirements associated with investment plan activities and the interrelated functions of other Shareowner Services departments that are involved in the process. Duties may include transaction processing, resolving complex customer issues that are associated with the investment plan process, ensuring shares and cash are in balance, balancing investment plan bank and trust accounts and verifying accuracy of the transactions processed. Overtime may be required due to peak volumes during certain times of the month.- Performs a variety of operational tasks for complex securities or cash related transactions that require extensive knowledge of unit functions and systems. Duties may include: differentiating, processing, and reconciling transactions; researching inquiries; resolving customer complaints; reviewing time sensitive and/or complex documents; creating or revising departmental procedures. Coordinates situations involving multiple departments. May provide department level reporting using multiple sources. May provide training or work direction to junior level staff. Provides back-up to other desks. May have extensive customer contact; works under mínimal supervision.- Education Requirements- High School Diploma or equivalent
- Experience Requirements- 3+ years in one or a combination of the following: transfer agent experience, financial services, accounting, business processing, analytical, or operations
- Previous reconciling/balancing experience
- Preferred Qualification- Experience in an operational environment
- Prior Transfer Agent or Securities Industry experience
- Ability to multi task and meet deadlines while working in a fast paced, high volume environment
- Experience using SunStar
- Strong attention to detail and accuracy skills
- Intermediate Microsoft Office skills
- Excellent verbal, written, and interpersonal communication skills
- Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment
- Skills and Abilities- Experience in an operational environment
- Prior Transfer Agent or Securities Industry experience
- Ability to multi task and meet deadlines while working in a fast paced, high volume environment
- Experience using SunStar
- Strong attention to detail and accuracy skills
- Intermediate Microsoft Office skills
- Excellent verbal, written, and interpersonal communication skills
- #LI - GM1Equal Opportunity Statement

Covid Policy

EQ is committed to providing and maintaining a workplace that is free from known health hazards. Employees hired into client facing roles or those requiring business travel, may be required to be vaccinated against COVID depending on client requirements and travel restrictions. All current and future EQ employees are required to adhere to all health, safety and environmental policy and procedure requirements as a condition of employment.



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