Senior process Executive

Thu 04 Oct 2018

Performs operational accounting activities related to transfer agency and shareowner account maintenance. Duties may include: providing operational accounting support to internal business groups and/or operations departments ensuring that accounts are being managed within the account policy requirements; analyzing and reviewing transaction documents for accuracy; tracing and investigating transactions to resolve questionable data and applying corrective actions when necessary; preparing various reports using online systems; preparing account reconciliation and certification; performing customer account maintenance duties; reviewing taxes, dividends and processing the selling and purchasing of shares.

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.
  • Taking ownership and responsibility
  • Ability to succeed in a team environment.
  • Ability to learner quickly and transfer knowledge.
  • General understanding of the stock market or financial industry.
  • Flexibility to work different shifts and to work overtime
  • Work together