
Process Executive
3 days ago
Management Level
I
**Process Executive**
- 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.
- 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.
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