Financial Transactions Processor

November 13

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Equiniti

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Business Process Services Provider • Financial Services • Share registration • Pension services • HR and employee benefits

5001 - 10000 employees

Founded 2007

💸 Finance

🏢 Enterprise

🤝 B2B

Description

• Responsible for day to day operational support • Duties include transaction processing, resolving complex customer issues, balancing accounts and verifying accuracy of transactions • Performs a variety of operational tasks for complex securities or cash related transactions • Duties may include differentiating, processing, and reconciling transactions; researching inquiries; resolving customer complaints; reviewing complex documents • Coordinates situations involving multiple departments • Provides department level reporting using multiple sources • May provide training or work direction to junior level staff • May have extensive customer contact

Requirements

• High School Diploma or equivalent • 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 • Experience in an operational environment • Prior Transfer Agent or Securities Industry experience a plus • Ability to multi task and meet deadlines while working in a fast paced, high volume environment • Strong attention to detail and accuracy skills • Intermediate Microsoft Office skills • Ability to navigate multiple computer systems, applications, and utilize search tools to find information • Excellent verbal, written, and interpersonal communication skills • Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment