Process Executive

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.