What are the responsibilities and job description for the Document Specialist position at Equiniti?
Must be located near Mendota Heights, MN
***Temporary Assignment: 6 months--may end sooner or extend
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 US is a leading provider of ownership data management, analytics and advisory services to public and private companies as well as corporate issuers and mutual funds. EQ offers a comprehensive product set, including transfer agency services, cap table management, equity compensation services, proxy solicitation and advisory services, private company solutions and bankruptcy claims administration services. Affiliates include, D.F. King and Co., Inc., and Astrella Private Company Solutions, Inc. Learn more at: www.equiniti.com/us
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
As a Transfer Agent, the ideal candidate will maintain records of investors and account balances. They record transactions, cancel and issue certificates, process investor mailings, and deal with other investor problems (e.g., lost or stolen certificates). They work to ensure that investors receive interest payments and dividends when they are due, amongst other duties.
Core Duties/Responsibilities
The successful candidate will be responsible for the following:
- Opening and prepping mail to be imaged into our processing system
- Creating and indexing work items once scanned
- Assisting with miscellaneous operations duties to meet SLA's
- Cancellation of processed certificates
- Mailing out shareholder communication
- Cross train and support other departments within Operations
- Ability to lift 20lbs and stand for long periods of time
Skills, Capabilities and Attributes
The successful candidate will demonstrate the following experience, skills and behaviors:
- High school diploma or equivalent
- 1 year experience in document scanning equipment and or paper handling operations
- 3 years of experience in a regulated industry preferred
- Adaptable and the ability to retain a high volume of information
- Strong individual contributor
- Effective organizational, multi-tasking, and prioritizing skills
- Excellent verbal, written, and interpersonal communication skills
- Strong attention to detail and accuracy skills
- Intermediate Microsoft Office skills
- Ability to navigate multiple computer systems, applications, and utilize search tools to find information
- Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment
- Solid problem-solving skills and strong time management skills
Compensation:
- $22.00 hourly
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. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks