Process Executive

Posted Yesterday
Be an Early Applicant
2 Locations
In-Office
Entry level
HR Tech • Payments • Software • Financial Services
The Role
Performs clerical and administrative support duties, including account and data administration, standard enquiry handling, written correspondence, quality checks, regulatory compliance, and accurate completion of team workload within established service standards. The role requires effective communication, personal organization, keyboard proficiency, attention to detail, and adherence to security, regulatory, and operational procedures.
Summary Generated by Built In

Management Level

IRole

To carry out a range of assigned clerical / support duties in accordance with predetermined procedures and service standards under appropriate guidance and direction.

Business Function

Equiniti (EQ) is a leading global technology-driven services company specializing in share registration, employee share plans, pension administration, and corporate advisory services. Operating primarily in the UK and US, they act as a trusted advisor to over 12,000 clients, managing 70 million shareholder records and serving 49% of the FTSE 100.

EQ India Operations began 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. They work closely with the EQ Group functions across UK, US and Amsterdam to provide operations support to Shareholder Solutions, Pensions Solutions, Investment Services, Employee Benefit Solutions, KYC Operations, Customer Experience Centre, Reconciliations, and Innovation. This service is delivered from our offices in India based out of Chennai and Bangalore.

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.

Key Responsibilities / Performance Expectations
  • Carry out a range of assigned clerical / support duties ensuring prompt and accurate completion of all relevant account / data administration requirements within agreed service standards.
  • Respond to a range of general standard processing enquiries referring to senior colleagues where appropriate.
  • Contribute to the completion of the team’s workload.
  • Improve own skills as knowledge within the operational team taking opportunities to identify area for improvement to processes and service.
  • Undertake duties at a similar level as required.
  • Ensure compliance with Equiniti’s procedures, standards and reporting requirements, together with all relevant regulatory and statutory requirements, where appropriate implementing actions to protect our business at all times.
  • Always to undertake the duties of this role in accordance with the requirements of the company’s Regulators, including FCA’s Principles for Business.
  • Complete work within the security arrangements of Equiniti.  Any deliberate contravention of these procedures may lead to disciplinary procedure.
  • Ensure that all work is undertaken within the quality system.
  • Ensure that work and ethics comply with all security arrangements both physical and information.
Competencies and Experience
  • Uses clear and concise speech to communicate effectively and confident in delivery to others
  • Selects appropriate information to complete standard letter
  • Produces accurate and legible written work at all times
  • Uses straightforward personal planning to organise own work effectively.
  • Knows where to find things and adheres to deadlines
  • Uses a keyboard on one or more systems, understanding functions for producing a range of outputs.
  • Where appropriate is aware of regulatory practices and constraints which impact on own work.

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.

Skills Required

  • Clear and concise verbal communication skills
  • Ability to produce accurate and legible written work
  • Ability to select appropriate information for standard letters
  • Basic personal planning and organizational skills
  • Ability to locate information and meet deadlines
  • Keyboard proficiency and ability to use one or more systems
  • Awareness of applicable regulatory practices and constraints
  • Successful completion of pre-employment screening checks

Equiniti Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Equiniti and has not been reviewed or approved by Equiniti.

  • Fair & Transparent Compensation — Company materials describe a formal pay framework and living‑wage commitments that provide clearer expectations on levels and ranges. Some mid‑to‑senior roles are characterized as competitively paid relative to market.
  • Retirement Support — UK roles are advertised with strong pension matching and access to a long‑term incentive plan, while U.S. roles commonly include a 401(k) and retirement planning options. These elements add meaningful long‑term value beyond base pay.
  • Leave & Time Off Breadth — UK packages promote generous annual leave alongside volunteer days, and U.S. accounts describe substantial PTO in some positions. Time‑off offerings are a recurring strength that bolsters total rewards.

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The Company
HQ: Mendota Heights, MN
4,092 Employees

What We Do

Our people and platforms engage customers with investments, connect businesses with markets, and enable organisations to grow. Our vision is to be a leading global share registrar and transfer agent, offering complementary services in pensions and remediation, to help our customers succeed.

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