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 temporary role and will be a hybrid schedule, with 1-2 days each week required onsite in our Mendota Heights office
The Investment Plan Services team is responsible for balancing and allocation of dividend, voluntary cash and payroll purchases, as well executing market trades for sales transactions submitted by the participants of the plans we administer. We are seeking passionate and engaged individuals who takes great pride in their work, inspired and motivated by their role in protecting and enhancing our client’s financial well-being.
Core Duties/Responsibilities
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The team member will be assigned a portfolio of companies and will be responsible for the day to day processing, balancing and validation of the plan activities for each company in the portfolio.
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The team member will be required to gain a thorough understanding of all requirements associated with investment plan activities and the interrelated functions of other Shareowner Services departments that are involved in the process.
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Duties may include transaction processing, resolving complex customer issues that are associated with the investment plan process, ensuring shares and cash are in balance, balancing investment plan bank and trust accounts and verifying accuracy of the transactions processed.
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Performs a variety of operational tasks for complex securities or cash related transactions that require extensive knowledge of unit functions and systems.
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Duties may include: differentiating, processing, and reconciling transactions; researching inquiries; resolving customer complaints; reviewing time sensitive and/or complex documents; creating or revising departmental procedures.
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May provide department level reporting using multiple sources. May provide training or work direction to junior level staff. Provides back-up to other desks.
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Works under minimal supervision. Overtime may be required due to peak volumes during certain times of the month.
Skills Capabilities and Attributes
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3+ years in one or a combination of the following: transfer agent experience, financial services, accounting, business processing, analytical, or operations
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Previous reconciling/balancing experience
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Ability to multi task and meet deadlines while working in a fast paced, high volume environment
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Strong attention to detail and accuracy skills
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Intermediate Microsoft Office skills
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Ability to navigate multiple computer systems, applications, and utilize search tools to find information
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Excellent verbal, written, and interpersonal communication skills
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Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment
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High School Diploma or equivalent
Compensation
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$22-23 hourly
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
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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