Financial Operations Specialist

Posted 10 Days Ago
Be an Early Applicant
Mendota Heights, MN
Junior
HR Tech • Payments • Software • Financial Services
The Role
The Financial Operations Specialist handles processing tasks related to mail management, customer service, and internal requests. Responsibilities include sorting and delivering mail, managing inventory, reviewing documents, and coordinating with different departments.
Summary Generated by Built In

Management Level

I

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.

EQ US is a leading provider of ownership data management, analytics and advisory services to public and private companies as well as corporate issuers and mutual funds. EQ offers a comprehensive product set, including transfer agency services, cap table management, equity compensation services, proxy solicitation and advisory services, private company solutions and bankruptcy claims administration services. Affiliates include, D.F. King and Co., Inc. and Astrella Private Company Solutions, Inc.  Learn more at: www.equiniti.com/us

EQ’s vision is to be the leading global share registrar, offering complementary services to its 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. There has never been a better time to join EQ.

***This is a permanent, full-time role and will be fully onsite in our Mendota Heights office

Role Summary

Our office Services team handles all processing activities associated with incoming and outgoing daily mail. The team provides coverage for the physical window for mailing vendors and couriers. The team is also responsible for reports of certificates that are no longer valid.  Office Services manages internal requests including inventory.

Core Duties/Responsibilities

The successful candidate will be responsible for the following:

  • Customer Service (internal & external)
  • Researching inquires
  • Reviewing time sensitive and/or complex documents
  • Revising departmental procedures
  • Coordinate situations that involve other departments.
  • Sorting and delivering incoming mail
  • Internal mail runs
  • Identifying, cancelling certificates, and destruction of certificates
  • Handling internal customer requests
  • Central Supplies – Ordering and managing inventory
  • Processing outgoing mail – USPS, Fed Ex, UPS

Skills, Capabilities and Attributes

The successful candidate will demonstrate the following experience, skills and behaviors:

  • Strong attention to detail and accuracy skills
  • Ability to work independently and multi-task
  • Experience in SunStar, IRIS, Data Center Management (DCM), WinApp, PacTrac, Crystal Reports, Macros, mail room environment preferred
  • Intermediate knowledge of Microsoft Office Suite
  • Excellent verbal, written, and interpersonal communication skills.
  • Organization, time-management, and prioritization skills
  • Team player with strong relationship-building skills

Education Requirements

  • High school Diploma or equivalent GED.

Experience requirements

  • 18+ months of experience in one or a combination of the following: customer service, operations, financial services, accounting, business processing, analytical, financial, clerical, or call center.
  • Lift 30 lb boxes.

Compensation

  • $18.00-19.00 per hour

Equal Opportunity Statement

We are an equal opportunity employer and make employment decisions without regard to race, creed, religion, national origin, sex (including pregnancy, gender identity, and sexual orientation), parental status, marital status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, status with regard to public assistance, or any other characteristic protected under federal, state, or applicable local law.

Top Skills

Crystal Reports
Dcm
Iris
Macros
Pactrac
Sunstar
Winapp
The Company
Birmingham
4,092 Employees
On-site Workplace

What We Do

Our people and platforms engage customers with investments, connect businesses with markets, and enable organisations to grow.

Our vision is to be a leading global share registrar and transfer agent, offering complementary services in pensions and remediation, to help our customers succeed.

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