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Process Specialist - Custodian en Principal Global Services

Principal Global Services · Pune, Indien · Hybrid

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Responsibilities:
  • Performs a variety of operational tasks for complex securities or cash and trade related transactions or processes that require extensive knowledge of unit functions and systems.
  • Financial accounting experience preferred  
  • Understanding of Trade Lifecycle, Trade Settlement, Trade capture, Trade Processing, Trade Validation.

  • Coordinates situations involving multiple departments.
  • May provide department level reporting using multiple sources.
  • May provide training or work direction to junior level staff.
  • Provides back-up for other desks.
  • Assists team leader/manager in proactively managing process risks. Ensures controls are adequate and continue to perform and deliver intended results.
  • Performs quality checks on work done by co-workers. Ensures outputs are accurate, complete and consistent.
  • May engage or lead change initiatives for process improvement/innovation
  • Duties may include differentiating, processing and reconciling transactions; researching inquiries; resolving customer complaints; reviewing time sensitive and/or complex documents
Qualifications:
  • Bachelor's degree or equivalent experience
  • Strong Employee Benefit, and Trust and Custody knowledge as evidenced by 02+ years of relevant experience
  • Microsoft Office skills, especially Excel
  • Strong analytical skills and detail oriented.
  • Ability to work/communicate effectively with business partners/management
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