Company
Financial Services
ProcessExecutive
Neural analysis suggests this role is
optimal for Entry candidates.
“Process Executive. Skills: Operational accounting, Transaction management, Customer account maintenance. Perform operational accounting activities. Provide operational accounting support”
What You'll Achieve.
Accomplish tasks effectively; Maintain acceptable standards of workmanship
Industry & Context.
Analytic skill; Analytical skills
Flexibility to work different shifts, Work overtime, Satisfactory pre-employment screening checks
What They're Looking For.
Must Have
Share transfer forms interpretation
Nice to Have
General understanding of the stock market, General understanding of the financial industry
What You'll Do.
Perform operational accounting activities
Provide operational accounting support
Ensure transactions within policy
Analyze shareowner/client documents
Resolve questionable data
Perform customer account maintenance
Assist lower level clerks
How You'll Work.
Team & Collaboration
Succeed in a team environment
Communication Scope
Verbal communication skills; Written communication skills
Full Job Description
Management Level I **Process Executive– Job Description** **Job Description:** * Performs operational accounting activities related to transfer agency and maintenance. Duties may include: Providing operational accounting support to internal business groups and/or operations departments. * Ensuring that transactions are being managed within the Process procedure and policy requirements. * Analyzing and reviewing shareowner/client documents for accuracy; tracing and investigating transactions to resolve questionable data and applying corrective actions when necessary. * Performing customer account maintenance duties; reviewing taxes/share balance. Assists and provides guidance to lower level operations accounting clerks and specialists with reconciliation of complex problems. May have direct/indirect responsibility for supporting, advising, and resolving disputes for customers, clients /vendors. **Technical Skills:** • Able to multi-task to accomplish tasks effectively. • Able to interpret the share transfer forms • Strong verbal & written communication skills • Analytic skill • Attention to detail • Excellent data entry skills • Good Math and accounts skills • Ability to work quickly & accurately while maintaining acceptable standards of workmanship • Quick learner with the ability to retain high volume of information • Ability to recognize and escalate to management if a shareholder has made multiple attempts to complete a transaction. **Other Skills:** • Highly motivated with strong organizational and analytical skills and attention to detail. • Flexibility to work different shifts and to work overtime • Ability to succeed in a team environment. • Ability to learner quickly and transfer knowledge. • General understanding of the stock market or financial industry. 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 materni
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