Process Executive

Management Level

Company Overview

EQ Retirement Solutions is transforming the retirement and pensions markets with leading administration and technology solutions. With over 1200 employees globally, 189 years of knowledge and 11 million pension scheme members and policyholders, we are here to help people plan for a confident financial future by delivering innovative, reliable and customer-focused retirement services. Our teams are driven by a shared commitment to excellence, collaboration and making a real impact to the lives of our clients and customers.

Role Summary

To carry out a range of assigned duties in accordance with predetermined procedures and service standards under appropriate guidance and direction. Ensure the prompt and accurate handling of  requests from on behalf of our clients, as a service to high level executives and/or shareholders.  Act as a liaison between the Relationship Managers and clients  ensuring the daily review and completion daily work assigned.

Core Duties/Responsibilities

The successful candidate will be responsible for:

• 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.    

Skills, Capabilities and Attributes

The ideal candidate will have the below skills, capabilities and attributes essential or preferred:

• A quick learner
• Able to work effectively as part of a team and on their own
• 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.