Subject Matter Expert

Management Level

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 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.

Core duties and responsibilities:

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)

We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks.