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Financial Operations Specialist

Equiniti
United States, Minnesota, Mendota Heights
1110 Centre Pointe Curve (Show on map)
Jan 15, 2025
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.

***This is a permanent, full-time role and will be fully onsite in our Mendota Heights office

Role Summary

Our office Services team handles all processing activities associated with incoming and outgoing daily mail. The team provides coverage for the physical window for mailing vendors and couriers. The team is also responsible for reports of certificates that are no longer valid. Office Services manages internal requests including inventory.

Core Duties/Responsibilities

The successful candidate will be responsible for the following:

Customer Service (internal & external)

Researching inquires

Reviewing time sensitive and/or complex documents

Revising departmental procedures

Coordinate situations that involve other departments.

Sorting and delivering incoming mail

Internal mail runs

Identifying, cancelling certificates, and destruction of certificates

Handling internal customer requests

Central Supplies - Ordering and managing inventory

Processing outgoing mail - USPS, Fed Ex, UPS

Skills, Capabilities and Attributes

The successful candidate will demonstrate the following experience, skills and behaviors:

Strong attention to detail and accuracy skills

Ability to work independently and multi-task

Experience in SunStar, IRIS, Data Center Management (DCM), WinApp, PacTrac, Crystal Reports, Macros, mail room environment preferred

Intermediate knowledge of Microsoft Office Suite

Excellent verbal, written, and interpersonal communication skills.

Organization, time-management, and prioritization skills

Team player with strong relationship-building skills

Education Requirements

High school Diploma or equivalent GED.

Experience requirements

18+ months of experience in one or a combination of the following: customer service, operations, financial services, accounting, business processing, analytical, financial, clerical, or call center.

Lift 30 lb boxes.

Compensation

$18.00-19.00 per hour

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
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