Job Description

Management Level

H

Senior Process Executive

Team: Central Reconciliations Reports to: Team Leader

Role

The Senior Processing Executive will process more complex transaction (referrals) within the process which have been traditionally been processed by experienced UK team members. The Senior Processing Executive will also be required to support the SME by acting as an SME to the more junior team members when required as well as supporting any training.

Business Function

Equiniti is a leading provider of technology and solutions for complex and regulated administration and payments. Our technology platforms are used by 70% of the FTSE 100, Government and other large corporates, particularly in banking, insurance and other financial services. EQ India Operations team works closely with the EQ Group functions across UK, US and Amsterdam to provide operations support to Shareholder Solutions, Pensions Solutions, Investment Services, Employee Benefit Solutions, KYC Operations, Customer Experience Centre, Reconciliations, and Innovation. This service is delivered from our offices in India based out of Chennai and Bangalore.

Core Duties and Responsibilities

 Perform a variety of complex reconciliation and support tasks, ensuring timely and accurate completion of all client and non‑client money reconciliations in line with agreed service standards and regulatory expectations.

 Handle complex reconciliation queries, providing clear responses, supporting the Reconciliation Team Leader, and escalating issues to senior colleagues when required.

 Contribute effectively to the team’s overall reconciliation workload, ensuring deadlines and quality standards are consistently met.

 Continue to develop technical knowledge of regulatory rules, reconciliation processes and internal systems, proactively identifying opportunities to enhance processes, controls, and service delivery.

 Undertake both complex and routine reconciliation duties at the appropriate level as business needs require.

 Ensure full compliance with Equiniti’s reconciliation procedures, internal controls, and reporting requirements, as well as all relevant regulatory and statutory obligations, including those relating to client money protection.

 Carry out all responsibilities in accordance with regulatory expectations, including the Principles for Business and requirements.

 Complete all reconciliation activities within Equiniti’s security framework, recognising that any deliberate breach of these standards may result in disciplinary action.

 Ensure all reconciliation work is completed within the established quality management system.

 Maintain high standards of conduct and integrity, ensuring all reconciliation activities comply with physical and information security requirements

Competencies and Experience

  • 2-4 years of experience in Reconciliations (Mandatory)
  • 12 months experience as a processing agent in respective transactions.
  • Proven record of excellent quality and productivity.
  • Uses clear and concise speech to communicate effectively and confident in delivery to others.
  • Selects appropriate information to complete standard letter.
  • Produces accurate and legible written work at all times.
  • Deals with a greater level of complex correspondence and acts as SME.
  • Uses straightforward personal planning to organise own work effectively.
  • Supports the Team Leader in the daily management of the team.
  • Knows where to find things and adheres to deadlines.
  • An experienced user of all systems within our operation, understanding and able to communicate clearly to others the functions for producing a range of outputs.
  • Has an understanding of the main activities of own business unit/area. Able to communicate this effectively to other team members.
  • A good understanding of specified products throughout the India operation.
  • Where appropriate is aware of regulatory practices and constraints which impact on own work and those of the team.

    • Benefits:

  • Being a permanent member of the team at EQ you will be rewarded by our company benefits, these are just a few of what is on offer:
  • 3 days of additional leaves on & above statutory requirement along with 2 days of voluntary leaves to pursue the CSR initiatives
  • Business related certification expense reimbursement
  • Comprehensive Medical Assurance coverage for dependents & Parents
  • Cab transport for staff working in UK & US shift
  • Accidental & Life cover 3 times of concerned CTC

    • We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks.

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