Operations Service Specialist - Asset Reunification

Company: Equiniti
Location: Milwaukee
Posted on: September 1, 2024

Job Description:

Management LevelI***We are currently looking for an Operations Service Specialist to join EQ on-site at our Milwaukee, WI location.Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries.EQ US is a leading provider of ownership data management, analytics and advisory services to public and private companies as well as corporate issuers and mutual funds. EQ offers a comprehensive product set, including transfer agency services, cap table management, equity compensation services, proxy solicitation and advisory services, private company solutions and bankruptcy claims administration services. Affiliates include, D.F. King and Co., Inc., Astrella Private Company Solutions, Inc., and Donlin, Recano & Company, Inc. Learn more at: EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ.Core Duties/Responsibilities

• Maintain daily goals and deadlines consistent with department standards.
• Perform general clerical duties (i.e. copy, fax, file, sort correspondence).
• Communicate with vendors to facilitate mail-based projects with firm deadlines.
• Preparing and mailing letters.
• Scanning and attaching documents in multiple systems.
• Review financial and legal documents for accuracy or errors
• Data entry in multiple systems.
• Prepare transfer documentation according to transfer agency requirements.
• Research, follow up and resolve accounts for which incomplete paperwork has been presented.
• Manage and resolve email inquiries from clients, account executives and other operational teams in a timely manner.
• Expected to cross-train on other functions and responsibilities within the group to provide backup as necessary.
• Pick up and drop off mail at several courier locations each day (local USPS post office, FedEx, UPS, etc.).Skills, Capabilities and Attributes
  • Ability to work independently / as team member with minimal supervision.
  • Ability to work closely with groups or team members in multiple locations.
  • Excellent verbal and written communication skills.
  • Ability to prioritize daily work to meet challenging demands.
  • Proficiency in Microsoft Office (Word, Excel, Outlook)
  • Valid driver's license and reliable vehicle due to duties of pick up and drop off mail at courier locations.
  • Must be able to effectively read, write and speak English.
  • May require the need to travel to other locations.
  • Willing and able to work extended hours as needed.Education requirements
    • BA/BS degree is preferred
    • Financial services and/or securities industry experienceExperience requirements
      • Experience in the financial services industry strongly preferred
      • Proficient in Microsoft Office applications.
      • Experience with guidelines of financial institutions related to distribution of assets
      • Experience in a metrics-driven environment where there are established productivity and quality standardsCompensation: $17.00 - $19.00 hourlyEqual Opportunity StatementWe are an equal opportunity employer and make employment decisions without regard to race, creed, religion, national origin, sex (including pregnancy, gender identity, and sexual orientation), parental status, marital status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, status with regard to public assistance, or any other characteristic protected under federal, state, or applicable local law.

Keywords: Equiniti, Milwaukee , Operations Service Specialist - Asset Reunification, Other , Milwaukee, Wisconsin