Process Executive

Management Level

I

Process Executive

Team: Customer Processing Reports to: Team Leader

Role

To carry out a range of assigned clerical / support duties in accordance with predetermined procedures and service standards under appropriate guidance and direction.

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

• Carry out a range of assigned clerical / support duties ensuring prompt and accurate completion of all relevant account / data administration requirements within agreed service standards.
• Respond to a range of general standard processing enquiries referring to senior colleagues where appropriate.
• Contribute to the completion of the team’s workload.
• Improve own skills as knowledge within the operational team taking opportunities to identify area for improvement to processes and service.
• Undertake duties at a similar level as required.
• Ensure compliance with Equiniti’s procedures, standards and reporting requirements, together with all relevant regulatory and statutory requirements, where appropriate implementing actions to protect our business at all times.
• Always to undertake the duties of this role in accordance with the requirements of the company’s Regulators, including FCA’s Principles for Business.
• Complete work within the security arrangements of Equiniti. Any deliberate contravention of these procedures may lead to disciplinary procedure.
• Ensure that all work is undertaken within the quality system.
• Ensure that work and ethics comply with all security arrangements both physical and information.
  
  

Competencies and Experience

• 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
• Uses straightforward personal planning to organise own work effectively.
• Knows where to find things and adheres to deadlines
• Uses a keyboard on one or more systems, understanding functions for producing a range of outputs.
• Has an understanding of the main activities of own business unit/area.
• A good understanding of specified products, routine tasks and procedures within own team, including some non-routine activities
• Where appropriate is aware of regulatory practices and constraints which impact on own work.
  
  

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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