Management Level
G
Subject Matter Expert - Job Description
Reports To- Team Leader
Job Description:
Act as a Subject Matter Expert supporting both the team and the team leader.
Provide ongoing quality monitoring and coaching in order to improve the team s performance and actively seek improvements to satisfy our customer needs.
Performs operational accounting activities related to transfer agency and shareowner account maintenance. Core Duties may include:
- 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 and regulatory requirements in line with the Training Schedules in addition, also provide a structured coaching and support mechanism for new recruits.
- 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 US 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.
- 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.
- Acts as a subject matter expert and handles escalations, investigations. May have indirect/direct interaction with internal and external clients. Performs complex projects as requested.
- Prepares various reports on a weekly, monthly and annual basis.
- Analyze the errors and suggest solutions for the root cause, and help the team to build quality and achieve high quality result, and reduce/eliminate errors to zero.
- SME should support the team during crisis and manage the crisis situation well and deliver the work with desired result to the line of business.
- Effective communication within the team and with the line of business and with other stakeholders (cross function teams, team leaders, and managers).
- SME should demonstrate high level sense of urgency and help to build the team morale, and develop the team members to the next levels in the process.
Skills/Experience Required:
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- 6+ years of overall experience with a minimum of 3+ Years of experience in Capital Markets or Transfer agency industry
- Achievement of agreed service standards
- 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
- Strong understanding of the following operational disciplines, policies and procedures of transfer agency.
- Excellent interpersonal and communication skills and experience in Managing LOB expectation in line with the business needs
- Manage work performance of team members with high quality standards for self and team
- Enthusiastically motivate team members to increase productivity in high quality.
- Strong in analysis, decision-making and problem solving skill
- Exhibits decent numerical and detail oriented skills
Preferred Skills
- Understanding US Security Exchange Commission regulatory policies and procedures.
- Have strong domain knowledge of Transfer agency business.
- Advanced knowledge of MS Excel, MS Word; Microsoft Access is preferred
- 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
- 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.
- Has a good understanding of the business environment in which Equiniti operates and of industry best practice.
