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Complex Trade Settlement Expert

2 months ago

Worthing, West Sussex, United Kingdom Equiniti Full time
About the Role

We are seeking a highly motivated and organized Premier Support Administrator to join our team at Equiniti. As a key member of our Premier Team, you will play a critical role in delivering exceptional service to our clients and ensuring the timely settlement of complex trades.

Key Responsibilities
  • Trade Settlement Support: Provide daily support for the settlement of Executive and Discretionary trades, including allocation of shares and payments to clients and participants.
  • Client Communication: Liaise with clients, Client Relationship Managers, Payroll Providers, Third-party brokers, Registrars, Trusts, and internal teams to ensure instructions for settlement are received and resolved in a timely manner.
  • Workload Management: Manage your own workload to ensure timely delivery of client deliverables and escalate to Team Leader if timescales cannot be met.
  • Broker Liaison: Liaise with Brokers to ensure stock is delivered in a controlled manner, critical due to the high value nature of these trades.
  • Query Resolution: Deal with queries directly from Senior Executive Employees regarding their Share Plans via email.
  • System Support: Liaise with internal teams to submit trade instructions in the system, book FX contracts in EQPAY, and issue contract notes to participants.
  • File Preparation: Prepare and reconcile outgoing files for the Company payroll/HR departments, ensuring bespoke client processes are adhered to.
  • Data Accuracy: Ensure data loaded between main operating systems is accurate and timely.
Requirements
  • Self-Motivation: Demonstrate self-motivation with the ability to stay focused.
  • Organizational Skills: Show organized behavior, capable of managing own time and delivering to deadlines.
  • Communication Skills: Confidence to communicate with stakeholders at all levels internally and externally, with support from Managers where appropriate.
  • Continuous Improvement: Commitment to a continuous improvement culture.
  • Initiative: Ability to use initiative.
  • Communication: Good verbal and written communication.
  • Enthusiasm: Enthusiasm and willingness to learn.
  • Teamwork: Confident to work independently or as part of a team.
  • Customer Service: Able to demonstrate a good understanding of what great customer service is.
  • Attention to Detail: Very good attention to detail.
  • Technical Skills: Good working knowledge of Microsoft Office, including Excel.
  • Pressure Management: Ability to work well under pressure and remain focused on delivering excellent service.
About Us

Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. Our vision is to be the leading global share registrar, offering complementary services to our client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long-term value, COLLABORATIVE in our approach, and we IMPROVE by continually enhancing our skills and services.

What We Offer
  • Pension Plan: Save for your future with our Equiniti Pension Plan, where we match your pension contributions up to 10%.
  • Long-Term Incentive Plan: Participate in our All Employee Long-Term Incentive Plan (LTIP), which gives all EQ Colleagues the opportunity to benefit if the current owners successfully sell the company for a profit.
  • Health and Wellbeing: Enjoy our Employee Assistance Programme, which provides counseling, legal, and wellbeing support for colleagues and their households. We also offer life assurance cover at 4x salary, with the ability to purchase enhanced cover.
  • Employee Discounts: Take advantage of our EQ Wins Platform, which offers discounts and cashback at your favorite high street stores.
  • Flexible Benefits: Purchase a wide variety of benefits through our flex plan, including gadgets, travel insurance, will writing, holiday trading, and more.
  • Time Off: Enjoy typically 28 days holiday + bank holidays, plus 2 volunteer days to get involved with a charity of your choosing.
  • Recognition: Receive Equiniti ICON award vouchers, recognizing individuals who go above and beyond to help the business succeed.
  • Learning and Development: Invest in LinkedIn Learning for all colleagues.