Process Executive

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:

• Providing excellent pension reconciliation and payroll control service in line with Service Level Agreement (SLAs).

• Adhering to Standard Operating Procedures (SOP) and ensuring any possible changes to procedures are raised, discussed and agreed with management before implementation.

• Processing daily workload, keeping Subject Matter Expert (SME) and team members informed of progress throughout the day to ensure reporting and process deadlines are met

• Liaising with other teams in Retirement Solutions when mismatches or technical issues occur

• Using multiple EQ pensions administration systems to access and retrieve banking data

The duties and responsibilities outlined above are to be regarded as broad areas of responsibility and do not necessarily detail all tasks which the post holder may be required to perform.

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

• Effective at developing working relationships with colleagues outside the team

• Able to work to tight deadlines

• Excellent timely written and verbal communication skills

• Strong organisational and multi-tasking skills to manage workload priorities effectively

• Good attention to detail as the role largely involves collating and inputting data

• Good math skills

• Experience using Microsoft Office and applications, Excel, Outlook, Teams and Snipping Tool

• Able to collate data and run macros in Microsoft Excel and a basic understanding of formulas

• Able to use internet banking to access and retrieve bank statement data

• Able to work across multiple systems

• Able to work well under pressure and remain focused when the team are in peak activity

• Experience of working in an operations environment (desirable but not essential)

• Awareness of Client Money Regulations (desirable but not essential)

• Awareness of UK Tax system (desirable but not essential)

What We Offer

Being a permanent member of the team at EQ you will be rewarded by our company benefits, these are just a few of what is on offer:

• 3 days of additional leaves on & above statutory requirement along with 2 days of voluntary leaves to pursue the CSR initiatives  

• Business related certification expense reimbursement

• Comprehensive Medical Assurance coverage for dependents & Parents

• Cab transport for staff working in UK & US shift

• Accidental & Life cover 3 times of concerned CTC