Process Executive

Management Level I

Company Overview 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:

• Carry out a range of assigned clerical / support duties ensuring prompt and accurate completion of all relevant account / data administration requirements within agreed service standards. • Respond to a range of general standard processing enquiries referring to senior colleagues where appropriate. • Contribute to the completion of the team’s workload. • Improve own skills as knowledge within the operational team taking opportunities to identify area for improvement to processes and service. • Undertake duties at a similar level as required. • Ensure compliance with Equiniti’s procedures, standards and reporting requirements, together with all relevant regulatory and statutory requirements, where appropriate implementing actions to protect our business at all times. • Always to undertake the duties of this role in accordance with the requirements of the company’s Regulators, including FCA’s Principles for Business. • Complete work within the security arrangements of Equiniti. Any deliberate contravention of these procedures may lead to disciplinary procedure. • Ensure that all work is undertaken within the quality system. • Ensure that work and ethics comply with all security arrangements both physical and information. Skills, Capabilities and Attributes The ideal candidate will have the below skills, capabilities and attributes essential or preferred: