Equiniti

Analyst

• Being a SME of multiple aspects of the application
• Obtaining Client and documenting requirements both internal and external
• Analysing, documenting and estimating client requirements
• Configuring and testing the Compendia Touch application
• Enhancing, developing and promoting the Touch Model
• Improving the implementation practices and procedures
• Working closely with the development team to refine and improve the system
• Supporting Project Management by leading a workstreams to oversee Client deliverables
• Work collaboratively with customers throughout the full implementation lifecycle by leading or supporting with Client facing communications
• Support Project Management by tracking work through our Agile development and release lifecycle
• Support with visit customer sites when required, with the possibility of working on site for an extended period.
• Supporting with training needs and deliver training to customers as part of project delivery.
• Provide expertise and present demonstrations to prospective customers and colleagues from other parts of the business
• Support in establishing and maintaining excellent customer relationships and promoting the growth of new business from those customers.
• Ensure AzureDev boards are upto date inc updating PM/ leads with progress updates
• Work with an understanding of ongoing projects and the wider strategy for EQ Retirement Solutions
• Attending 3 out of the 4 quarterly team meet ups

Senior Implementation Analyst

Consultant

• Create, develop and maintain operational materials (new system features, Standard Operating Procedures) – ~70% of time
• Deliver improvement sessions and upskilling across the Bulk Purchase Annuities team and related teams (Administration, Onboarding & Transitions, Shared Services) – ~30% of time
• Support transferring knowledge to colleagues in non-UK locations including India
• Produce business user overviews of new system features and enhancements
• Produce improvement materials and guides aimed at end business users
• Facilitate and deliver improvement sessions for new joiners and existing staff via online webinars/screen share or face-to-face
• Schedule, manage logistics and track learning progress and obtain evaluations to measure effectiveness and resource utilisation
• Review and update operational improvement products and materials in line with system, process and legislative changes
• Liaise with senior leadership and business line function heads to ensure compliance with internal processes and legislation
• Provide accessible improvement material in a range of formats and media
• Manage improvement support mailboxes, respond to requests and organise improvement events
• Act as an ambassador for EQ and represent professionally in interactions with colleagues, senior management and clients

Operational Improvement Consultant

Administration

• Provide Accounts Administration service to clients in line with SLAs
• Operate, maintain and reconcile client accounting records
• Operate computerised accounting systems and maintain data, filing and records for the department; check integrity of data
• Accurately process a wide range of routine and non-routine payment transactions and documentation within defined procedures
• Use internet banking for information gathering and electronic payments in local and foreign currencies
• Prepare cheque and credit transfer disbursements and effect payments
• Resolve customer enquiries (oral and written) and draft non-standard correspondence
• Reconcile bank accounts and banking records and prepare periodical reconciliation reports
• Input customer details, access customer information and collate/analyse data to produce routine reports, schedules and summaries
• Provide technical guidance to other team members
• Work as part of a team of over 30 accountancy professionals servicing more than 200 clients; hybrid role based in Crawley (up to 3 days per week)

Client Treasury Administrator

• Provide professional advice, guidance, and support across the project portfolio
• Work with the PMO Lead to maintain an enterprise PMO ensuring a uniform approach to Project Management and Business Analysis
• Work with the Portfolio and Change team to facilitate effective management of the project portfolio
• Ensure appropriate project governance across the portfolio via portfolio reporting and project audits
• Provide support across the project lifecycle and assist in developing, maintaining and improving project templates and tools
• Preparation and maintenance of project documentation
• Preparation and maintenance of risk, issues and actions logs
• Support coordination of project resources, including scheduling and escalation resolution
• Maintain clear records of discussions, decisions and outcomes throughout project lifecycles
• Produce accurate and timely reporting across the portfolio and resource schedules and project billing forecasts
• Ensure accurate time recording and tracking and provide traceability for documentation and organisational knowledge
• Contribute to continuous improvement of the project management framework, processes, and standards by identifying problem areas and investigating solutions
• Working with Government Departments

PMO Analyst

Project Manager

• As a Senior Project Manager, you will manage a platform upgrade/migration to drive forward our operating model transformation programme where we are growing our capability, systems and capacity. This is a 6–12-month FTC. Core Duties/Responsibilities The successful candidates will be responsible for the following, but duties are not limited to: The successful candidate will need to: Develop and manage a detailed delivery plan, including identification of delivery resources required. Providing data analysis and forecasting to key stakeholders Support line managers during the transformation. Manage the key activity workstreams required to support the delivery plan. Develop and agree reporting requirements and use this to monitor and report upon the key activities, milestones and dependencies impacting the plan. Manage the key assumptions and dependencies underpinning the plan. Manage the delivery risks relating to the plan. Monitor and manage the resource plan and costs for the project. Ensure agreed governance for the programme is followed in line with the agreed structure. Prepare a detailed activity schedule for any subsequent project phases.

Senior Project Manager

Customer Support

• Responds to phone inquiries in a timely, efficient, and professional manner by providing resolution within established standards
• Candidates must be comfortable using technology working in multiple systems at the same time
• Performs research during and after calls as needed to resolve problems and inquiries
• May act as a back-up for inquiries from higher revenue and contractual clients
• Document call notes ensuring key data is accurately captured in system
• Representatives must maintain required performance metrics: Call quality Productivity Adherence to schedule Risk and Compliance requirements

Senior Implementation Analyst

Operational Improvement Consultant

Client Treasury Administrator

PMO Analyst

Senior Project Manager

Customer Care Associate