Equiniti India is an Equiniti Group company engaging in offshore business. EQ India employs highly competent professionals delivering complex and heavy transactions. EQ India services include application support/ development, software quality assurance, IT Infrastructure support services, PMO, finance shared service, marketing support and BPO process such as employee benefit solutions, shareholder services, investment services, pension solutions, central reconciliation, customer experience centre (voice process), HR & payroll. The team in India is an extended team of the respective UK and US counterparts providing successful offshore projects and meeting client SLA. EQ India is a Centre of Excellence and Certified ISO 27001:2013 (Information Security Management System) that leverages innovation, transformation & automation to deliver contemporary solutions that proficiently cater to clients requirements. We showcase integrity and openness in our dealings with our clients. A key element of successful culture and business practices of the EQ India is that it incorporates similar DNA and values as the group.
Chennai
INR 3.0 - 3.25 Lacs P.A.
Work from Office
Full Time
Important notes Graduation Mandatory 2025 Passed Outs not eligible 100% Non Voice Process 25km is the hiring range-those who stay beyond 25 km radios should relocate if selected Process Executive Job Description Job Description: Spot offer Excellent English Communication Must 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 teams 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 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 Regulators, including Securities and Exchange Commission (SEC) 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. Performs operational accounting activities related to transfer agency and maintenance. Duties may include: Providing operational accounting support to internal business groups and/or operations departments. Ensuring that transactions are being managed within the Process procedure and policy requirements. Analyzing and reviewing shareowner/client documents for accuracy; tracing and investigating transactions to resolve questionable data and applying corrective actions when necessary. Performing customer account maintenance duties; reviewing taxes/share balance. Assists and provides guidance to lower level operations accounting clerks and specialists with reconciliation of complex problems. May have direct/indirect responsibility for supporting, advising, and resolving disputes for customers, clients /vendors. 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. • Flexibility to work different shifts and to work overtime • Ability to succeed in a team environment. • Ability to learner quickly and transfer knowledge. • General understanding of the stock market or financial industry. Benefits: 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 Note: 2025 Passed Outs not eligible Interview Process L1 HR Screening Aptitude test-60 minutes Operations Interview-Panel Interview for 40 minutes
Bengaluru
INR 4.0 - 5.5 Lacs P.A.
Work from Office
Full Time
Important notes US Shift Only Graduation Mandatory 100% Voice Process 25km is the hiring range-those who stay beyond 25 km radios should relocate if selected Customer Experience Executive Team : CEC - US Reports to: Team Leader Role To assist shareholders buying and selling shares in accordance with predetermined procedures and service standards under appropriate guidance and direction. Also supporting customer queries. Business Function EQ India Operations team work closely with the EQ Group functions across UK, US and Amsterdam to provide operations support to Shareholder Solutions, Pensions Solutions, Investment Services, Employee Benefit Solutions, KYC Operations, Customer Experience Centre, Reconciliations, and Innovation. This service is delivered from our offices in India based out of Chennai and Bangalore. Core Duties and Responsibilities Answer inbound calls, emails from Shareholders and assist them with their queries within the agreed service standards. Answer inbound calls from Shareholders and assist them to buy or sell shares within the agreed service standards. Respond to basic queries referring to senior colleagues where appropriate. Contribute to the completion of the teams 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 Equinitis 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 companys Regulators. 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. Your breaks will be scheduled and you are expected to comply with them, to ensure the process is always within Service Level Agreements. You will be following the respective US business holiday calendar. Competencies and Experience The candidate should demonstrate the following experience, skills and behaviors: Excellent communication skills; Strong phone and verbal communication skills along with active listening. Should be able to work in US shifts. Proven experience in a customer support role Meeting targets for accuracy, quality, volume and agreed service levels Familiarity with CRM systems and practices Basic understanding of data protection principles and knowledge in AML Customer focus and adaptability to different personality types Ability to multi-task, set priorities and manage time effectively Adherence to procedures and regulations. Demonstrate willingness to contribute to team beyond own immediate tasks Benefits: 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
Chennai, Bengaluru
INR 1.0 - 6.0 Lacs P.A.
Work from Office
Full Time
Greetings from Equiniti India. Company Overview: 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 India began its operations in 2014 as a Global India Captive Centre for Equiniti, a leading fintech company specialising in shareholder management. Within a decade, EQ India strengthened its operations and transformed from being a capability centre to a Global Competency Centre, to support EQ's growth story worldwide. Capitalising on India strong reputation as a global talent hub for IT / ITES, EQ India has structured the organisation to be a part of this growth story. Today, EQ India has evolved as an indispensable part of EQ Group providing critical fintech services to the US and UK. EQs 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. Role Summary : To provide timely and accurate complaint responses and Internal Dispute Resolution (IDR). Resolve a variety of high-level complex complaints from Members, Representatives, Actuaries, Trustees, Financial Conduct Authority (FCA), Financial Ombudsman Service (FOS) and The Pensions Ombudsman (TPO). Core Duties/Responsibilities : The successful candidate will be responsible for the following: Working collaboratively and in partnership with stakeholders using their knowledge and understanding of complaints handling, pensions and related issues. Establishing effective working relationships with key personnel. May act as a Lead. Coordinating and facilitating the work of others. Contribute towards the quality and compliance process, through the checking of casework where appropriate. Identifying key issues and patterns from data Completion of targeted work and to the required level of accuracy. Working well within teams and supporting colleagues. Professional communication in both written and oral forms. Identify own training needs. Skills, Capabilities and Attributes : The successful candidate will demonstrate the following experience, skills and behaviours: Essential: Complaint handling/IDR experience. Numerate, articulate, strong attention to detail, excellent grammatical skills and able to present complex information in plain English. Able to persuade and influence others to achieve agreed objectives. Experience of dealing with stakeholder groups/external organisations. Analytical thinker with an enquiring mind. Advanced and specialised expertise developed through job related training and work experience. Desirable: Pensions experience. A good working knowledge of pensions administration software. Benefits: 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: 31 days + 9 bank holidays (UK) Comprehensive Medical Assurance cover Two-way cab transport for staff working in UK . Maternity leave of 6 months full pay, 10days paid paternity leave Accidental & Life cover 3 times of concerned CTC. Eligibility Criteria: Excellent Communication Skill Experience 4- 8 years Location: Bengaluru -Electronic City Chennai - Taramani Flexible to work in day shift (UK Shift)
Chennai
INR 1.0 - 3.0 Lacs P.A.
Work from Office
Full Time
Important notes *Graduation Mandatory* If all semester results are published for 2025 Passed outs you are eligible to apply if you clear all papers. 100% Non Voice Process 25km is the hiring range-those who stay beyond 25 km radios should relocate if selected Immediate Joiners BE/ Btech candidates are not eligible Flexible to work in night shift 2023 & 2024 passed out Process Executive Job Description Job Description: Spot offer Excellent English Communication Must 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 teams 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 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 Regulators, including Securities and Exchange Commission (SEC) 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. Performs operational accounting activities related to transfer agency and maintenance. Duties may include: Providing operational accounting support to internal business groups and/or operations departments. Ensuring that transactions are being managed within the Process procedure and policy requirements. Analyzing and reviewing shareowner/client documents for accuracy; tracing and investigating transactions to resolve questionable data and applying corrective actions when necessary. Performing customer account maintenance duties; reviewing taxes/share balance. Assists and provides guidance to lower level operations accounting clerks and specialists with reconciliation of complex problems. May have direct/indirect responsibility for supporting, advising, and resolving disputes for customers, clients /vendors. 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. • Flexibility to work different shifts and to work overtime • Ability to succeed in a team environment. • Ability to learner quickly and transfer knowledge. • General understanding of the stock market or financial industry. Benefits: 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 US shift(free of cost) Accidental & Life cover 3 times of concerned CTC 500 per day Night shift allowance will be provided Note: 2025 Passed Outs not eligible Interview Process L1 HR Screening Aptitude test-60 minutes Operations Interview-Panel Interview for 40 minutes
Chennai
INR 5.0 - 9.5 Lacs P.A.
Work from Office
Full Time
Job Description 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 India began its operations in 2014 as a Global India Captive Centre for Equiniti, a leading fintech company specialising in shareholder management. Within a decade, EQ India strengthened its operations and transformed from being a capability centre to a Global Competency Centre, to support EQ's growth story worldwide. Capitalising on Indias strong reputation as a global talent hub for IT / ITES, EQ India has structured the organisation to be a part of this growth story. Today, EQ India has evolved as an indispensable part of EQ Group providing critical fintech services to the US and UK. EQs 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. Job Title Team Lead This role involves taking responsibility of the Statutory, Secretarial & Compliance requirements for Equiniti. In addition to this, the role would involve supervising the day-to-day routine activities of the Function, Management of Audits including Transfer pricing Audits, Group Reporting on a regular basis. The role would require liaising with the wider teams in various areas of data collation. Core Duties and Responsibilities Successful candidate will be responsible for the following duties Day to Day administration of the Finance function. Analyze & Produce P&L reporting pack for Local & Group reporting Complete responsibility of Audit including Internal, Statutory Audit, Tax & Transfer pricing etc. Experience in Managing transfer pricing Audits would be an added advantage. Analyze & Review Internal Control Over Financial Reporting guidelines. In depth understanding of all Statutory & Secretarial Compliances Preparation of Financial statements, Analytical review of BS cum P&L items & reconciliation of Key /Non key items in Blackline. Central reconciliations of data as may be required from time to time. Assist finance during the yearly Budgeting exercise. Reviewing Payroll reconciliations monthly and suggest best practices wherever applicable Prepare daily volume reports as needed Assist with distribution of transactions received on various processing platforms Participate in BRC (Business Recovery & Continuity) exercises as needed Interpret incoming instructions from shareholders, clients as well as internal business partners for transaction processing Ensure adherence to Service Level Agreements (SLAs), departmental and regulatory turnaround times (as applicable) of all items submitted for processing Review instructions from client (via legal counsel) and execute in accordance with Securities, Exchange Commission and Stock Transfer Agency guidelines Process incoming vestings, grants and terminations in accordance with issuer and or 3rd party instructions Perform daily reconciliation, monitoring and updating of all pending items Assist department with various tasks including but not limited to data entry updates, transfers, account adjustments, internal and external communications Back-up the Restricted Securities processing area Other duties as assigned by management . Benefits: 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: 31 days + 9 bank holidays (UK). Comprehensive Medical Assurance cover. Two-way cab transport for staff working in US shift. 500 per day shift allowances Maternity leave of 6 months full pay, 10days paid paternity leave. Accidental & Life cover 3 times of concerned CTC. Eligibility Criteria Excellent Communication skills Minimum 2 year of People Management experience is Mandatory Experience from Finance background Mandatory Immediate Joiners only preferred 7 plus years experience is mandate Graduation is mandatory Flexible to work in US shift(night)
Bengaluru
INR 3.0 - 3.25 Lacs P.A.
Work from Office
Full Time
Important notes B.Tech grads not eligible Graduation Mandatory 100% Non Voice Process 25km is the hiring range-those who stay beyond 25 km radios should relocate if selected Process Executive Job Description Job Description: Performs operational accounting activities related to transfer agency and maintenance. Duties may include: Providing operational accounting support to internal business groups and/or operations departments. Ensuring that transactions are being managed within the Process procedure and policy requirements. Analyzing and reviewing shareowner/client documents for accuracy; tracing and investigating transactions to resolve questionable data and applying corrective actions when necessary. Performing customer account maintenance duties; reviewing taxes/share balance. Assists and provides guidance to lower level operations accounting clerks and specialists with reconciliation of complex problems. May have direct/indirect responsibility for supporting, advising, and resolving disputes for customers, clients /vendors. 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. • Flexibility to work different shifts and to work overtime • Ability to succeed in a team environment. • Ability to learner quickly and transfer knowledge. • General understanding of the stock market or financial industry. Benefits: 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
Chennai
INR 2.0 - 6.0 Lacs P.A.
Hybrid
Full Time
Role Summary The Group Treasury team is an integral part of the EQ Group and are responsible for managing the Groups cash and liquidity, financial risks, driving interest income revenue, as well as ensuring EQ meets all our debt service obligations. As a member of the Treasury team, the Treasury Executive will be required to deliver operational excellence and analysis to the Group Treasury team and will be responsible for providing high quality analysis to support key decision making. This role will utilise a mixture of operational experience and excellent analytical skills to help our team meet its objectives. Core Duties/Responsibilities The successful candidate will be responsible for the following: Overseeing day-to-day financial activities. Documenting transactions and updating ledgers and the financials database. Prepare Consolidated Daily Cash Position for all regions. Maintenance of static data in Integrity (Treasury management system) Setting up payments across wide variety of banking portals. Support the daily management of Team Treasury Inbox. Supporting the month end process. Credit Rating monitoring. Undertake ad-hoc tasks and projects as required Providing support to the Head of Treasury Operations and Group Treasury Manager. Help in preparing financial forecasts such as revenue, expenses, and loan estimations. Maintaining the financial systems and policies controlling the companys treasury activities. Daily, Monthly and ad-hoc reporting corporate and client balance maintenance/analysis. Skills, Knowledge & Experience The successful candidate will demonstrate the following experience skills and behaviours: Overall, above 3 years of experience in Accounting with minimum of 1 years of experience in core treasury function. Should have in-depth knowledge of accounting practices and a good understanding of banking rules and regulations. Exceptional analytical and problem-solving skills. Strong financial and mathematic abilities. Demonstrates excellent relationship building, interpersonal and communication skills. Self-motivated with proven analytical, organisational and problem-solving skills Has demonstrated high levels of personal accountability and flexibility to meet deadlines. Proven experience of delivering results over a sustained period in a challenging environment. Knowledge of financing techniques and investment management.
Bengaluru
INR 4.0 - 8.0 Lacs P.A.
Work from Office
Full Time
We are looking for Pension Systems Configuration Analysts to join our team to be a part of the continual evolution of the Compendia and Administrator systems and rollout of our software to our client base. The team is responsible for the implementation of our Compendia and Administrator application to new clients both internal and external. It is an exciting opportunity to be a part of the team that is not only responsible for the core configuration of the system. This is a great role if you already have experience in configuring and/or testing software platforms and are looking for the next step in your career. Core Duties/Responsibilities The Pensions Systems Configuration Analyst is responsible for software configuration delivery to internal and external clients. Key aspects of the role are to: Undertake an analysis of pension s requirements from an outline of user requirements or from a more detailed feasibility study. Agree the scope of work when undertaking a pension s analysis task and to provide accurate estimates to the relevant Project Manager for the work to be included. Configure, test, implement and maintain specific pension s elements across the whole suite of the Pension Systems. Configuration elements include but are not limited to: Letter and document outputs Report outputs Web Self Service functionality for employer and scheme member users Pensioner payroll parameters Interface data ingestions and output Workflow processing Continuously develop a professional, technical, and commercially aware approach to delivery of tasks. Undertake analysis on new pensions projects and/or enhancements to existing projects. Analyse changes and enhancements to client s pensions schemes by taking a view of their impact on the software as installed for the client. Skills, Knowledge & Experience A basic understanding of UK pensions arrangements would be desirable but not essential as training will be provided. Technical/Software development aptitude & ability. Experience of configuration and/or testing of large scale financial or HR software platforms and systems desirable or a related area within platform development, configuration or testing. Ability to understand basic data schema models Knowledge of PL/SQL scripts in either SQL or Oracle environment. Qualifications in either a financial services or IT environment Experience in the Pensions Industry, either as a Scheme Administrator or Business Analyst experienced in capturing requirements for Pensions IT Projects. Demonstrable software development capability. Demonstrate commercial awareness & operational efficiencies/income generation in current role. Essential Qualities Be approachable and responsive to colleagues and users and have an open-minded and constructive approach to problem solving. Demonstrate effective and probing appraisal of situations. To consult with relevant parties in resolving issues. Be self-motivated, demonstrating tenacity and objectivity in problem solving to get the job done effectively. Performance Measures Timely completion of own work / contribution to team workload Meeting targets for accuracy, quality, volume and agreed service levels Satisfactory resolution of queries Adherence to procedures and regulations Contribution to continuous improvement Ongoing development of own knowledge and skills Demonstrate willingness to contribute to team beyond own immediate tasks Quality of support given to colleagues Development of technical knowledge and skill Contribution to target achievement and team goals Successful delivery of task
Chennai
INR 1.0 - 3.0 Lacs P.A.
Work from Office
Full Time
About EQ 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 India began its operations in 2014 as a Global India Captive Centre for Equiniti, a leading fintech company specialising in shareholder management. Within a decade, EQ India strengthened its operations and transformed from being a capability centre to a Global Competency Centre, to support EQ's growth story worldwide. Capitalising on Indias strong reputation as a global talent hub for IT / ITES, EQ India has structured the organisation to be a part of this growth story. Today, EQ India has evolved as an indispensable part of EQ Group providing critical fintech services to the US and UK. EQs 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. Job Description: As a Process Executive in a small team, you will be processing Payroll Control and Pension Reconciliations. Payroll Control involves processing payroll and tax controls, checking the correct amount of tax deducted from members pensions is reported to the UK government department, His Majestys Revenue and Customs (HMRC), and that EQ pay the correct amount of tax due. You will be responsible for sourcing and collating data into existing templates to support this. Pension Reconciliations involves reconciling money in EQ/client bank accounts with figures reported from EQ pension administration systems which is essential for EQ to meet regulatory and contractual requirements. Working in a small team, you will be responsible for sourcing and collating data to produce pension reconciliation reports in existing templates, by specific deadlines, identifying and raising any mismatches that need correction. The reports are then shared internally with other teams in Retirement Solutions and shared externally with clients. Core duties and responsibilities: The successful candidate will be responsible for: l Providing excellent pension reconciliation and payroll control service in line with Service Level Agreement (SLAs). l Adhering to Standard Operating Procedures (SOP) and ensuring any possible changes to procedures are raised, discussed and agreed with management before implementation. l 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 l Liaising with other teams in Retirement Solutions when mismatches or technical issues occur l Using multiple EQ pensions administration systems to access and retrieve banking data Skills, Capabilities & Attributes: 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) Core Values & Behaviours: Acts with integrity and high personal standards in dealings with others Treats others with respect, openness, honesty and fairness (empathy) Consistently demonstrates the EQ values, even under pressure. Positive, enthusiastic and supportive of others Promotes teamwork and works effectively with others to achieve own and wider business goals Is receptive, flexible and resilient Continuously learns and improves from experience and shares this with others Effective use of own time and commits to realistic deadlines. Benefits: 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: 31 days + 9 bank holidays (UK) Comprehensive Medical Assurance cover Two-way cab transport for staff working in UK & US shift Maternity leave of 6 months full pay, 10days paid paternity leave Accidental & Life cover 3 times of concerned CTC Note: Only fresher required - 6th semester result has to be published . Should have 1- 5 semester marksheets Graduation mandatory BE / BTECH not eligible UK shift - day shift
Bengaluru
INR 10.0 - 13.0 Lacs P.A.
Work from Office
Full Time
Role is for US Shift-Night shift (05:30-02:30 & 06:30-03:30) Graduation Mandatory Minimum 8 years experience for SME Minimum 9 years with 1 year prior experience as Team Lead for Team Lead role 5 days Work from Office Immediate Joiners only Role & responsibilities -Team Lead ESSENTIAL DUTIES & RESPONSIBILITIES Ensure all key daily duties are performed timely and accurately Ensure procedures are updated to mitigate process risks Collaborate with other managers to ensure operational process efficiency Resolve escalated issues submitted to Executive Management and Regulatory Agencies Responsible for Departmental review for Internal and External Auditors Ensure Key Performance Metrics are provided to Compliance Department Review and sanction Legal Opinions and liase with AST Legal Counsel for approvals Monitor internal and external public distributions lists for departmental processing Provide financial reporting to external vendors for Insurance revenue SUPERVISORY DUTIES & RESPONSIBILITIES Create and manage team schedules; maintain timekeeping Set goals for performance and deadlines and communicate them to subordinates Monitor and evaluate employee performance and provide constructive feedback, coaching and development Provide input on rewards and promotions based on performance Receive complaints and resolve employee issues and disputes Pass on information from upper management to employees and vice versa Prepare and submit management reports reflecting staff productivity Responsible for Risk Assessments for departments managed Responsible for Business Continuity planning for departments managed Cross train staff and perform additional training with stakeholders as needed Manage compliance and risk for functions performed within areas managed Monitor performance reports to ensure accuracy of transactions performed by departments managed Ensure adherence to legal, regulatory and company policies and procedures and undertake disciplinary actions if the need arise Roles and Responsibilities-SME Core Duties and Responsibilities To ensure both new recruits and experienced team members are appropriately trained, coached and motivated so that their individual and collective performance meets the current and future performance of the business. Deliver training in accordance with business ang regulatory requirements in line with the Training Schedules in addition, also provide a structured coaching and support mechanism for new recruits whilst in the Academy environment. Analysis of key quality date to establish coaching priorities across team. Act as a point of reference for the team. Take ownership of resolution of any risks or issues identified and ensure Team Leader is fully aware of any ongoing issues. Work alongside the Onshore team to ensure best practices are shared and service standards are met. Ensure that the operational unit works to support our quality policy, information security policy and all aspects of our Integrated Management System. Support the team deliverable by undertaking a range of roles and tasks when required. Pursue personal development of skills and technical knowledge to adapt to the changing business environment. Your breaks will be scheduled and you are expected to comply with them, to ensure the process is always within Service Level Agreements. You will be following the US business shift hours and holiday calendar Achievement of agreed service standards. Motivation and efficiency of team members. Development of knowledge, competence and skills of self and team. Adherence to procedures, policies and Integrated Management System requirements. Quality of recommendations for continuous improvement. Effectiveness of change management and communication. Effective communication with team stakeholders. Competencies and Experience The candidate should demonstrate the following experience, skills and behaviours: Deliver quality to our customers. Drive to improve results and standards by working together as a team Taking ownership and responsibility Exhibit exceptional leadership skills with technical proficiency Explains or presents information to individuals or groups in a structured, clear, confident and concise way avoiding the use of jargon. Explains the reasoning behind what is being said to ensure understanding and acceptance. Produces clear and concise reports and other written material (both draft and final form) usually of a detailed and sometime technical nature, which are understandable to those with or without knowledge of the subject matter. Uses basic time management techniques to plan, manage and prioritise own work effectively, making most efficient use of the time available. Plans, co-ordinates and controls the work and resources of the team. Objectively assess the performance of others in accordance with the process, assessing capabilities and potential. Give constructive feedback in order to identify individuals development needs. Maintain consistency and fairness throughout the process. Has a very good understanding of the Groups overall aims, structures, policies and culture, together with a good knowledge of the policies, operations, systems and relevant strategies pertaining to specific areas of the business. Able to assess the impact of change on products, systems, processes and people. Develop and maintain relationships with key contact in all relevant areas. Should have good understanding of the business environment in which Equiniti operates and of industry best practice. Has a good awareness of the likely impact of economic, political, social and regulatory change on Equinitis business and overall aims, including relevant IT industry developments. Maintain an understanding of competitor services and initiatives and how they may be turned to advantage.
Chennai
INR 5.0 - 8.0 Lacs P.A.
Work from Office
Full Time
Management Level G 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 India began its operations in 2014 as a Global India Captive Centre for Equiniti, a leading fintech company specialising in shareholder management. Within a decade, EQ India strengthened its operations and transformed from being a capability centre to a Global Competency Centre, to support EQs growth story worldwide. Capitalising on India s strong reputation as a global talent hub for IT / ITES, EQ India has structured the organisation to be a part of this growth story. Today, EQ India has evolved as an indispensable part of EQ Group providing critical fintech services to the US and UK. 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. Role Summary EQ is looking for a Senior Server Operations Engineer to help us deploy and manage our Global infrastructure hosted in multiple data centre and cloud. We are searching for an enthusiastic engineer ready to join our team to help us evaluate, implement, deploy and support technologies that enable our users to collaborate with UK & US customers. The motivated candidate should have a firm understanding of IT system Infrastructure with good knowledge and understanding of server infrastructure (Windows & Linux), fileservers, security fundamentals, network devices such as load balancers and Firewalls. Responsibilities and Skills Required Troubleshoot Microsoft Server Operating Systems - Windows 2008 R2, 2012 and 2016, 2019 Active Directory, Group Policy, DHCP, DNS, ADFS, Hyper-V, SCVMM, VMWare, System Centre End Point Protection, SCOM, SCCM configuration. Help engineer, deploy & manage Move IT Ipswich SFTP systems. Experience in SFTP migration and file transmission management. Experience in PowerShell or terraform scripts. Experience in Managing PKI infrastructure. Azure System Administration will be added advantage. EQ India Benefits: Being a permanent member of the team at EQ as you will be working on US/UK business hours you will be rewarded by our company benefits, these are just a few of what is on offer: Comprehensive Medical & Life Assurance cover Maternity leave of 6 months full pay, 10days paid paternity leave Long Term Incentive Plan (LTIP) for all colleagues Accidental & Life cover 2 times of concerned CTC
Chennai
INR 3.0 - 4.0 Lacs P.A.
Work from Office
Full Time
As a Process Executive in a small team, you will be processing Payroll Control and Pension Reconciliations. Payroll Control involves processing payroll and tax controls, checking the correct amount of tax deducted from member s pensions is reported to the UK government department, His Majesty s Revenue and Customs (HMRC), and that EQ pay the correct amount of tax due. You will be responsible for sourcing and collating data into existing templates to support this. Pension Reconciliations involves reconciling money in EQ/client bank accounts with figures reported from EQ pension administration systems which is essential for EQ to meet regulatory and contractual requirements. Working in a small team, you will be responsible for sourcing and collating data to produce pension reconciliation reports in existing templates, by specific deadlines, identifying and raising any mismatches that need correction. The reports are then shared internally with other teams in Retirement Solutions and shared externally with clients. Core duties and 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 Skills, Capabilities Attributes: 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) Core Values Behaviours: Acts with integrity and high personal standards in dealings with others Treats others with respect, openness, honesty and fairness (empathy) Consistently demonstrates the EQ values, even under pressure. Positive, enthusiastic and supportive of others Promotes teamwork and works effectively with others to achieve own and wider business goals Is receptive, flexible and resilient Continuously learns and improves from experience and shares this with others Effective use of own time and commits to realistic deadlines. Benefits: 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: 31 days + 9 bank holidays (UK) Comprehensive Medical Assurance cover Two-way cab transport for staff working in UK US shift Maternity leave of 6 months full pay, 10days paid paternity leave Accidental Life cover 3 times of concerned CTC
Chennai
INR 9.0 - 11.0 Lacs P.A.
Work from Office
Full Time
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 India began its operations in 2014 as a Global India Captive Centre for Equiniti, a leading fintech company specialising in shareholder management. Within a decade, EQ India strengthened its operations and transformed from being a capability centre to a Global Competency Centre, to support EQ's growth story worldwide. Capitalising on Indias strong reputation as a global talent hub for IT / ITES, EQ India has structured the organisation to be a part of this growth story. Today, EQ India has evolved as an indispensable part of EQ Group providing critical fintech services to the US and UK. EQs 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. Role To lead a team, utilising available resource in order to deliver a quality service to customers in line with agreed standards. Oversee and support the work of other colleagues where required. Contribute to the overall planning and workflow of the department. Business Function EQ India Operations as a team carries out a range of activities in accordance with the predetermined procedure and service standards under appropriate guidance and direction. The scope of these activities will range across all Equiniti's business lines. Core Duties and Responsibilities Organise, plan, control and monitor workflow, co-ordinating resource to ensure that the daily workload is consistently completed in line with agreed service standards. Monitor the performance of the team, recommending and implementing 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. Input in to the development of individual team members, ensuring cross training is carried out and there is sufficient knowledge and resource to cover absences. Work alongside the UK, US and Amsterdam operational team to ensure communication and operations are aligned. Recognise and analyse trends in problem occurrence and workflow, investigate further when appropriate and implementing changes or co-ordinating support from other parties to resolves matters and minimise the risk of re-occurrences. Monitor the team compliance with internal policies, procedures, external regulations and data security, report or escalating non-conformance as necessary. Ensure that the operational unit works to support our quality policy, information security policy and all aspects of our Integrated Management System. Support the team deliverable by undertaking a range of roles and tasks when required. Pursue personal development of skills and technical knowledge to adapt to the changing business environment. Your breaks will be scheduled and you are expected to comply with them, to ensure the process is always within Service Level Agreements. Your business shift hours and holiday calendar will be aligned based on your project allocation, i.e. UK or US. Successful completion of task and achievements of agreed service standards. Effective use of resources. Accuracy and volume of team’s work. Development of knowledge, competence and skills of self and team Adherence to procedures, policies and Integrated Management System requirements. Quality of recommendations for continuous improvement. Effectiveness of change management and communication Effective communication with team stakeholders. Competencies and Experience Prior Transfer Agent or Securities Industry experience within the financial market. Explains or presents factual information to individuals or groups in a structured, clear, confident and concise way avoiding the use of jargon. Explains the reasoning behind what is being said to ensure understanding and acceptance. Produces clear and concise reports and other written material (both draft and final form) usually of a detailed and sometime technical nature, which are understandable to those with or without knowledge of the subject matter. Uses basic time management techniques to plan, manage and prioritise own work effectively, making most efficient use of the time available. Plans, co-ordinates and controls the work and resources of the team. Objectively assess the performance of others in accordance with the process, assessing capabilities and potential. Give constructive feedback in order to identify individual’s development needs. Maintain consistency and fairness throughout the process. Communicate and explain change effectively. Plan and implement changes gaining commitment and understanding, minimising disruption to our service. Has a good understanding of the business environment in which Equiniti operates and of industry best practice. Has a good awareness of the likely impact of economic, political, social and regulatory change on Equiniti’s business and overall aims, including relevant IT industry developments. Maintain an understanding of competitor services and initiatives and how they may be turned to advantage. May require the need to travel to other locations. Willing and able to work extended hours as needed. Desired Skills and Knowledge Excellent verbal, written, and interpersonal communication skills. Advanced Microsoft Office skills including macros and database administration. Prior experience in leading a team. Benefits: 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: 31 days + 9 bank holidays (US). Comprehensive Medical Assurance cover. Two-way cab transport for staff working in US shift. Maternity leave of 6 months full pay, 10days paid paternity leave. Accidental & Life cover 3 times of concerned CTC. Mandatory Any Graduation Finance or Transfer Agency background 100% Immediate Joiner only Excellent Communication skills Team Management experience( with min 1 year in paper)
Chennai, Tamil Nadu, India
Not disclosed
On-site
Full Time
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 India began its operations in 2014 as a Global India Captive Centre for Equiniti, a leading fintech company specialising in shareholder management. Within a decade, EQ India strengthened its operations and transformed from being a capability centre to a Global Competency Centre, to support EQ's growth story worldwide. Capitalising on India’s strong reputation as a global talent hub for IT / ITES, EQ India has structured the organisation to be a part of this growth story. Today, EQ India has evolved as an indispensable part of EQ Group providing critical fintech services to the US and UK. 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. Job Title: Configuration Analyst Mode of Operation: Work from Office Skills: Manual Testing & SQL Location: Bangalore & Chennai Shift: 12:30 PM to 9:30 PM (UK Shift ) Role Summary We are looking for Pension Systems Configuration Analysts to join our team to be a part of the continual evolution of the Compendia and Administrator systems and rollout of our software to our client base. The team is responsible for the implementation of our Compendia and Administrator application to new clients both internal and external. It is an exciting opportunity to be a part of the team that is not only responsible for the core configuration of the system. This is a great role if you already have experience in configuring and/or testing software platforms and are looking for the next step in your career. Core Duties/Responsibilities The Pensions Systems Configuration Analyst is responsible for software configuration delivery to internal and external clients. Key aspects of the role are to: Undertake an analysis of pension’s requirements from an outline of user requirements or from a more detailed feasibility study. Agree the scope of work when undertaking a pension’s analysis task and to provide accurate estimates to the relevant Project Manager for the work to be included. Configure, test, implement and maintain specific pension’s elements across the whole suite of the Pension Systems. Configuration elements include but are not limited to: o Letter and document outputs o Report outputs o Web Self Service functionality for employer and scheme member users o Pensioner payroll parameters o Interface data ingestions and output o Workflow processing Continuously develop a professional, technical, and commercially aware approach to delivery of tasks. Undertake analysis on new pensions projects and/or enhancements to existing projects. Analyse changes and enhancements to client’s pensions schemes by taking a view of their impact on the software as installed for the client. Skills, Knowledge & Experience A basic understanding of UK pensions arrangements would be desirable but not essential as training will be provided. Technical/Software development aptitude & ability. Experience of configuration and/or testing of large scale financial or HR software platforms and systems desirable or a related area within platform development, configuration or testing. Ability to understand basic data schema models Knowledge of PL/SQL scripts in either SQL or Oracle environment. Qualifications in either a financial services or IT environment Experience in the Pensions Industry, either as a Scheme Administrator or Business Analyst experienced in capturing requirements for Pensions IT Projects. Demonstrable software development capability. Demonstrate commercial awareness & operational efficiencies/income generation in current role. Essential Qualities Be approachable and responsive to colleagues and users and have an open-minded and constructive approach to problem solving. Demonstrate effective and probing appraisal of situations. To consult with relevant parties in resolving issues. Be self-motivated, demonstrating tenacity and objectivity in problem solving to get the job done effectively. Performance Measures Timely completion of own work / contribution to team workload Meeting targets for accuracy, quality, volume and agreed service levels Satisfactory resolution of queries Adherence to procedures and regulations Contribution to continuous improvement Ongoing development of own knowledge and skills Demonstrate willingness to contribute to team beyond own immediate tasks Quality of support given to colleagues Development of technical knowledge and skill Contribution to target achievement and team goals Successful delivery of task Benefits: 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 . 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Chennai
INR 3.0 - 7.0 Lacs P.A.
Work from Office
Full Time
Role Overview Service excellence is an energetic team which is part of the Financial Shared Services (FSS) and will work with all the towers of the FSS and with onshore GPOs to drive continuous improvement. The candidate will drive the automations with the Excel/VBA in the processes. The candidate will be supporting the Service Excellence team to drive the continuous improvement in the processes. Skills, Knowledge & Experience Required Skills: (Mandatory) VBA (advanced) Strong in MS PowerPoint (Advanced) Team player with good networking skills Good analytical skill Creative thinking Fluent in English and strong communication skills Workday Knowledge is added advantage Core Duties/Responsibilities The Executive Service Excellence (FSSC) will have these main areas of responsibilities: Create monthly KPI for the Service Excellence and the entire FSSC. Organise the training sessions for the teams. Create the content on demand for the training. Follow up with all the teams about reports and other details. Action on the Feedback from various stakeholders/channels PEX Reporting Productivity commitment, Business impact delivery, Monthly management review Drive on process improvements and strengthening controls across FSS Collaborate with LPOs & GPOs and maintain good relationships with them Ensure that all working practices follow the Equiniti standard policies and procedures, including health & safety and equal opportunities Benchmarking analysis required to be done across FSS Ability to understand the detail behind processes & system Collaborate with the team and create Excel macro to cater their needs
Chennai
INR 7.0 - 12.0 Lacs P.A.
Work from Office
Full Time
To lead a team, utilising available resource in order to deliver a quality service to customers in line with agreed standards. Oversee and support the work of other colleagues where required. Contribute to the overall planning and workflow of the department. Core Responsibilities Organise, plan, control and monitor workflow, co-ordinating resource to ensure that the daily workload is consistently completed in line with agreed service standards. Monitor the performance of the team, recommending and implementing 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. Input in to the development of individual team members, ensuring cross training is carried out and there is sufficient knowledge and resource to cover absences. Work alongside the US operational team to ensure communication and operations are aligned. Recognise and analyse trends in problem occurrence and workflow, investigate further when appropriate and implementing changes or co-ordinating support from other parties to resolves matters and minimise the risk of re-occurrences. Monitor the team compliance with internal policies, procedures, external regulations and data security, report or escalating non-conformance as necessary. Ensure that the operational unit works to support our quality policy, information security policy and all aspects of our Integrated Management System. Support the team deliverable by undertaking a range of roles and tasks when required. Pursue personal development of skills and technical knowledge to adapt to the changing business environment. Suggested Performance Measures Successful completion of task and achievements of agreed service standards Effective use of resources Accuracy and volume of team s work Development of knowledge, competence and skills of self and team Adherence to procedures, policies and Integrated Management System requirements Quality of recommendations for continuous improvement Effectiveness of change management and communication Effective communication with team stakeholders. Key Competencies Deliver quality to our customers. Drive to improve results and standards Working together Taking ownership and responsibility Leadership Technical proficiency Skills English Oral Communication: Explains or presents factual information to individuals or groups in a structured, clear, confident and concise way avoiding the use of jargon. Explains the reasoning behind what is being said to ensure understanding and acceptance. English Written Communication: Produces clear and concise reports and other written material (both draft and final form) usually of a detailed and sometime technical nature, which are understandable to those with or without knowledge of the subject matter. Self / Work Organisation: Uses basic time management techniques to plan, manage and prioritise own work effectively, making most efficient use of the time available. Plans, co-ordinates and controls the work and resources of the team. Performance Review & Development: Objectively assess the performance of others in accordance with the process, assessing capabilities and potential. Give constructive feedback in order to identify individual s development needs. Maintain consistency and fairness throughout the process. Change Management: Communicate and explain change effectively. Plan and implement changes gaining commitment and understanding, minimising disruption to our service. Organisational Awareness: Has a very good understanding of the Group s overall aims, structures, policies and culture, together with a good knowledge of the policies, operations, systems and relevant strategies pertaining to specific areas of the business. Able to assess the impact of change on products, systems, processes and people. Develop and maintain relationships with key contact in all relevant areas. Environmental Awareness: Has a good understanding of the business environment in which Equiniti operates and of industry best practice. Has a good awareness of the likely impact of economic, political, social and regulatory change on Equiniti s business and overall aims, including relevant IT industry developments. Maintain an understanding of competitor services and initiatives and how they may be turned to advantage.
Chennai
INR 8.0 - 13.0 Lacs P.A.
Work from Office
Full Time
The successful candidate will be responsible for: Demonstrating and applying a technical understanding of the team s SOPs, SOP detail and systems Demonstrating and applying a technical understanding of the team s work priorities Creating a weekly team rota and assigning work to team members Monitoring work levels and adjusting accordingly throughout the day to meet process deadlines Monitoring team mailbox/es for emails that trigger processes or move processes to next step Ensuring both new recruits and experienced team members are appropriately trained Being a contact point for EQUK team managers and EQ projects to correspond with regarding matters that impact the team Working alongside the EQUK team to ensure best practices are shared and service standards are met Taking ownership of resolution of risks or issues identified ensuring the Team Leader is fully aware of any ongoing issues Objectively assessing the performance of the team in accordance with process, assessing capabilities and potential keeping the Team Leader informed Supporting the team deliverables by undertaking a range of roles and tasks when required Processing work daily in parallel with responsibilities detailed above 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 EQUK Team Managers and team members informed of progress throughout the day to ensure reporting and process deadlines are met Reconciling payments and client bank account records Identifying potential problems and risks associated with bulk transactions, reports and systems 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 General housekeeping duties, for example filing emails, keeping shared folders tidy Skills, Capabilities & Attributes: 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. Explains or presents information to individuals or groups in a structured, clear, confident way which is understandable to those with or without knowledge of the subject matter. Explains the reasoning behind what is being said to ensure understanding and acceptance. Strong organisational and multi-tasking skills to manage own and team s workload priorities effectively Good attention to detail as the role largely involves collating and inputting data Strong analytical and problem-solving skills 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 understands 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 in an Accounts, Administration or operations environment (desirable but not essential) Awareness of Client Money Regulations (desirable but not essential) Awareness of UK Tax system (desirable but not essential) Knowledge or previous experience of a payroll or financial Services environment (desirable but not essential) Knowledge of UK RTI Tax reporting and knowledge of Irish and IOM Tax reporting (desirable but not essential) Experience of working in an operations environment (desirable but not essential) Benefits: 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: 31 days + 9 bank holidays (UK) Comprehensive Medical Assurance cover Two-way cab transport for staff working in UK & US shift Maternity leave of 6 months full pay, 10days paid paternity leave Accidental & Life cover 3 times of concerned CTC
Chennai
INR Not disclosed
Work from Office
Internship
The Record to Report Trainee apprentice will be responsible for supporting financial and accounting processes within the organization. This includes understanding and executing finance-related tasks such as revenue and cost accounting, capital expenditure accounting, inter-company accounting, accrual and pre-payments. This apprenticeship offers a fantastic opportunity for individuals looking to gain hands-on experience and develop their skills in financial accounting and reporting within a professional environment. The candidate will receive guidance from senior finance team members while supporting the finance department s day-to-day operations. Core Duties/Responsibilities The successful candidate will be responsible for the following: Assist in Financial Record-Keeping - help with the preparation and maintenance of financial records, ensuring accuracy and compliance with relevant accounting standards. Bank Reconciliation - assist with reconciling bank statements and ensuring all transactions are recorded accurately. Data Entry and Reporting - input financial data into accounting systems and ensure it is up-to-date and accurate. Gain knowledge of industry standards, accounting software, and best practices in financial management. Learning and Development - Actively participate in training sessions and professional development opportunities. Any other duties that are within the scope, spirit or purpose of the role or as reasonably requested. Ensure that all working practices follow the Equiniti standard policies and procedures, including health & safety and equal opportunities. Training responsibilities: As part of the training the apprentice or trainee must: Work toward achieving the competencies set out in a training plan. Complete the training and assessment set out in the training plan. Update the training record and produce it when required. Regular performance reviews and feedback sessions will be provided to help the apprentice to develop their skills. Skills, Knowledge & Experience The successful candidate will demonstrate the following experience skills and behaviours: EDUCATION/QUALIFICATIONS University Qualified in Finance & Accounts and or MBA in Finance. SKILLS Fundamental knowledge of accounting. Strong numerical and analytical skills. Ability to communicate effectively in English: written and spoken. Strong communication and interpersonal skills Ability to work well with people across the organisation. Knowledge in MS Office, particularly Excel will be an advantage. Personal Attributes: Motivated and eager to learn - A keen interest in pursuing a career in finance or accounting. Able to collaborate effectively with colleagues, contributing to a positive team dynamic. Have a problem-solving mindset.
Chennai
INR Not disclosed
Work from Office
Internship
The Order to Cash Trainee apprentice will be responsible for supporting financial and accounting processes within the organization. This includes understanding and executing finance-related tasks such as client billing and cash application. This apprenticeship offers a fantastic opportunity for individuals looking to gain hands-on experience and develop their skills in financial accounting and reporting within a professional environment. The candidate will receive guidance from senior finance team members while supporting the finance department s day-to-day operations. Core Duties/Responsibilities The successful candidate will be responsible for the following: Assist in collection of all billing related information from business or contract, raise invoices and send to customers through various channels. Assist in handling generic mailbox, addressing billing and cash allocation related inquiries, provide clarification to collection team, and resolve billing issues with clients. Assist in timely allocation of cash received from client with relevant client invoice. Gain knowledge of industry standards, accounting software, and best practices in financial management. Learning and Development - Actively participate in training sessions and professional development opportunities. Any other duties that are within the scope, spirit or purpose of the role or as reasonably requested. Ensure that all working practices follow the Equiniti standard policies and procedures, including health & safety and equal opportunities. Training responsibilities: As part of the training the apprentice or trainee must: Work toward achieving the competencies set out in a training plan. Complete the training and assessment set out in the training plan. Update the training record and produce it when required. Regular performance reviews and feedback sessions will be provided to help the apprentice to develop their skills. Skills, Knowledge & Experience The successful candidate will demonstrate the following experience skills and behaviours: EDUCATION/QUALIFICATIONS University Qualified in Finance & Accounts and or MBA in Finance. SKILLS Fundamental knowledge of accounting. Strong numerical and analytical skills. Ability to communicate effectively in English: written and spoken. Strong communication and interpersonal skills Ability to work well with people across the organisation. Knowledge in MS Office, particularly Excel will be an advantage. Personal Attributes: Motivated and eager to learn - A keen interest in pursuing a career in finance or accounting. Able to collaborate effectively with colleagues, contributing to a positive team dynamic. Have a problem-solving mindset.
Chennai, Bengaluru
INR 7.0 - 11.0 Lacs P.A.
Work from Office
Full Time
We are looking for experienced Team Leaders to join our team to be a part of the continual evolution of the Compendia and Administrator systems and rollout of our software to our client base. The team is responsible for the implementation of our Compendia and Administrator application to new clients both internal and external. It is an exciting opportunity to be a part of the team that is not only responsible for the core configuration of the system. This is a great role for you if you already have experience in leading a team which delivers configuration and/or testing of package software systems and are looking for that next step in your career. Core Duties/Responsibilities The Senior Team Leader is responsible for software configuration delivery to internal and external clients. Key aspects of the role are to: Undertake an analysis of pension s requirements from an outline of user requirements or from a more detailed feasibility study. Management of a team whos core duties are the configuration of system elements including but are not limited to: Document and Report outputs Web Self Service functionality Pensioner payroll parameters Interface data ingestions and output Workflow processing Pension benefit calculations Continuously develop a professional, technical, and commercially aware approach to managing your team. Assist in the development of less experienced Team Leaders in the configuration delivery area Line Management Supporting new staff with their onboarding process and initial training programme Arranging and conducting regular 1-1 s with your team Reviewing and actioning engagement survey and improvements General HR administration - For example, managing and approving employee leave (annual, sick etc), approving weekly timesheets etc Leading quarterly appraisals with your team Supporting team members with their development Assisting with recruiting and inducting new people Ensuring compliance to EQ standards Skills, Knowledge & Experience A basic understanding of UK pensions arrangements would be desirable but not essential as training will be provided Technical/Software development aptitude & ability Experience of configuration and/or testing of large scale financial or HR software platforms and systems desirable or a related area within platform development, configuration or testing. Experience of leading a successful delivery or project team Qualifications in either a financial services or IT environment Experience in the Pensions Industry, either as a Scheme Administrator or Business Analyst experienced in capturing requirements for Pensions IT Projects Demonstrate commercial awareness & operational efficiencies/income generation in current role. Essential Qualities Be approachable and responsive to colleagues and users and have an open-minded and constructive approach to problem solving. Demonstrate effective and probing appraisal of situations. To consult with relevant parties in resolving issues. Be self-motivated, demonstrating tenacity and objectivity in problem solving to get the job done effectively. Performance Measures Timely completion of work across the team Meeting targets for accuracy, quality, volume and agreed service levels Satisfactory resolution of queries Adherence to procedures and regulations Contribution to continuous improvement Ongoing development of own knowledge and skills Demonstrate willingness to contribute to team beyond own immediate tasks Development of technical knowledge and skill Contribution to team goals Benefits: 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
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