Work Flow Lead-Custody Cash

☞ Equiniti

View: 104

Update day: 11-06-2024

Location: Lancing South East

Category: Accounting / Auditing Finance / Bank / Stock

Industry: Financial Services Information Technology Services Outsourcing Offshoring

Job type: Full-time

Loading ...

Job content

We are recruiting for Workflow Lead

The main purpose of this role is to lead cash administration processing for the following products:-
  • Retail Products – Shareview Nominee/Certificated. CAPON Nominee. Selftrade Nominee. SAGA Nominee/Certificated.
  • Corporate Products – Equiniti Premier Services, Corporate Dealing Services and Equiniti Shareview Dealing Services.
  • This involves receipts and payment processing of monies to the clients/customers accounts as well as internal payment management.

Core Duties/Responsibilities
  • Monitor workflow to ensure that the daily workload is consistently completed in line with agreed service standards. Always be ready to be ‘hands on’ and step in when/if required.
  • Keep building own knowledge developing confidence and setting a standard that your team can rely on.
  • Recommend and implement changes to the way in which the team operates to improve service quality and process efficiency, supporting line management in the implementation of centrally driven changes when required
  • Liaise with internal and external customers, on a wide range of issues, complaints, and requests for information or advice
  • Always undertake the duties of this role in accordance with the requirements of the company’s policies, and FCA’s Principles for Business

Skills & Knowledge And Qualification
  • Excellent IT skills especially knowledge of Microsoft Excel
  • Self organisation
  • Self motivation
  • Ability to learn new tasks with minimal supervision
  • Ability to plan tasks and keep to timescales
  • Good communication skills (both written and oral)
  • IAQ qualified (if new to the role this must be obtained within 2 years of the appointment)
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. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks.
Loading ...
Loading ...

Deadline: 26-07-2024

Click to apply for free candidate

Apply

Report job
Loading ...
Loading ...

SIMILAR JOBS

Loading ...
Loading ...