Process Executive

Core duties and responsibilities:

• 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)