Bulk Events Pension Specialist

2 weeks ago

Mendota Heights, Minnesota, United States Equiniti Full time
Management Level
Equiniti is a prominent global provider of shareholder, pension, remediation, and credit technology solutions. With a workforce exceeding 6000, it serves 37 million individuals across 120 nations.

Our vision is to establish ourselves as the premier global share registrar, delivering complementary services to our clientele, underpinned by values that form the foundation of our success.

We are committed to being TRUSTED in fulfilling our promises, COMMERCIAL in fostering long-term value, COLLABORATIVE in our interactions, and we continually strive to IMPROVE our skills and services.

There has never been a more opportune moment to join Equiniti.

Role Overview
The Pension Projects Analyst (PPA) plays a vital role within the Bulk Events Team in Shared Services at EQRS. This position is essential for executing bulk events and ensuring that both EQRS and client goals are met.

PPAs will take ownership of bulk event responsibilities or make significant contributions to the completion of tasks mandated by client contracts or internal stakeholders.

A PPA is expected to make substantial contributions to the deliverables of assigned tasks, being empowered to determine the necessary outputs and end products, both individually and as part of a broader team, while adhering to budgetary and time constraints.

This role demands strong analytical capabilities, meticulous attention to detail, a focus on results, and an understanding of how to ensure successful delivery within the required timelines and budget.

Key Responsibilities

A PPA will be accountable for:
1. Executing bulk event tasks in alignment with business objectives and critical success factors, ensuring timely, cost-effective, and quality delivery, while collaborating closely with all internal stakeholders (operations teams, operation managers, EQRS IT, team management, relationship managers, etc.) to keep them informed and ensure that deliverables meet requirements.
2. Offering recommendations and managing the implementation of agreed-upon solutions.
3. Identifying and executing service and system enhancements and efficiencies.
4. Providing support and coordination, leading others when necessary.
5. Gathering and analyzing data essential for processing bulk events within pre-established timelines.
6. Ensuring data integrity is upheld to an acceptable standard.
7. Compiling and organizing documentation for complex technical pension and calculation tasks required as part of deliverables.
8. Collecting third-party documentation necessary to fulfill deliverables.
Required Skills and Attributes

A PPA should exhibit the following experience, skills, and behaviors:
• Comprehensive knowledge of pensions, including Defined Benefit and Defined Contribution schemes, along with an understanding of pension legislation, calculations, and scheme regulations.
• Experience working within a project team or on projects in a Pensions Administration context, with the ability to operate across business and IT domains.
• Capability to assess and comprehend business requirements, issues, and drivers that impact delivery.
• Proficiency in computer applications, with a willingness to learn various systems. Strong knowledge of Microsoft Office applications, including Project, Word, Excel, and PowerPoint.
• Problem-solving abilities to accurately diagnose issues and explore potential solutions for successful resolution. Strong numeracy and literacy skills.
• Adaptability and the ability to respond quickly and decisively in a dynamic and challenging environment. Capacity to meet tight deadlines while maintaining quality output.
• A collaborative team player, demonstrating a positive and proactive approach to tasks. Commitment to ensuring the success of both personal and team objectives.
• Ability to work independently within the defined scope of the project or change initiative.
• Skill in developing positive and productive working relationships, with a strong commitment to delivering exceptional customer service.

We are dedicated to promoting equality of opportunity for all staff, and we encourage applications from individuals regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief, and marriage and civil partnerships.

Please note that any employment offer is contingent upon satisfactory pre-employment screening checks, which include verification of five years of activity and gaps, DBS or Access NI checks, credit checks, sanctions, and CIFAS checks.

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