Management Level
IProcess ExecutiveTeam: Central Reconciliations Reports to: Team Leader
RoleTo carry out a range of assigned clerical / support duties in accordance with predetermined procedures and service standards under appropriate guidance and direction.
Business FunctionEquiniti is a leading provider of technology and solutions for complex and regulated administration and payments. Our technology platforms are used by 70% of the FTSE 100, Government and other large corporates, particularly in banking, insurance and other financial services. EQ India Operations team works 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.
Core Duties and Responsibilities- Provide day to day oversight and control ownership
- Support training and knowledge transfer from US teams
- Act as escalation points and quality control leads
- Be client / stakeholder facing where required
- Perform accurate and timely clerical and administrative tasks to support daily cash, position, and account reconciliation processes in accordance with U.S regulatory and internal control standards.
- Manage routine reconciliation‑related inquiries and escalate exceptions or complex issues to senior team members or management as appropriate.
- Contribute effectively to the team’s reconciliation workload, ensuring all assigned reconciliations meet established deadlines, quality benchmarks, and audit requirements.
- Continuously expand operational knowledge of U.S. reconciliation practices, identifying opportunities to enhance process efficiency, accuracy and control effectiveness.
- Complete additional reconciliation‑related duties of similar scope as needed to support business operations and regulatory obligations.
- Be flexible with the shift timings.
- Maintain full compliance with internal policies, documented procedures and applicable U.S. regulatory requirements (e.g., SEC, FINRA, SOX) when managing client and firm accounts.
- Adhere strictly to established security, confidentiality and data‑quality standards to safeguard sensitive financial information and ensure reconciliation integrity.
- Uphold high ethical standards and follow all physical and information‑security protocols when handling financial data and reconciliation records.
- 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.
- Understands the main activities of own business unit/area.
- A good understanding of specified products, routine tasks and procedures within own team, including some non-routine activities
- 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
- Effective verbal communication and confident delivery
- Produce accurate and legible written work
- Basic personal planning and ability to organize own work to meet deadlines
- Keyboard proficiency on one or more systems to produce outputs
- Understanding of main activities of own business unit and specified products, routine tasks and procedures
- Awareness of regulatory practices and constraints impacting own work (U.S. regulatory practices preferred)
- Ability to act as escalation point and quality control lead
- Client/stakeholder facing capability where required
- Flexible with shift timings
- Willingness to undergo satisfactory 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.
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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.
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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.
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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.
Equiniti Insights
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.
