Description
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.
Job Description
Main Purpose of Role
To provide a multitude of functions within DMD Outbound Processing across multiple print and despatch functions. There is a requirement to be flexible as the candidate could be asked to move between processing teams within DMD as business needs require. The below details requirements for the various processes:
Stock Control
To review, maintain and replenish stock levels on behalf of our Management Companies, at a level appropriate for this grade:
- Complete and act upon a weekly stock reconciliation
- Liaise with external print supplers to replenish stock levels
- Accurately maintain detailed excel spreadsheets to evidence stock levels
- Proactively liaise with external print suppliers to replenish stock levels
- Matching of Literature to manually composed letter templates across multiple Management Companies
Printroom
To carry out all correspondence printing and related processes within DMD in line with SS&C and regulatory guidelines, at a level appropriate for this grade.
- Contribute towards developing robust controls for new print services delivered as part of SS&C's Print Strategy Programme
- Diligently follow print procedures to maintain high levels of accuracy for our clients
- Accurately record production figures
- Operating of Xerox printers in line with procedures
- Raise and escalate printer issues with external vendor
- Cheque Printing Process in line with APAC's standards
- Investigate file discrepancies in an efficient and controlled manner
- Contribute towards new initiatives being implemented as part of SS&C's Print Strategy programme
Inserter Room
To carry out all correspondence despatch and related processes within DMD in line with SS&C and regulatory guidelines, at a level appropriate for this grade.
- Diligently reconcile all printed correspondence prior to despatch
- Highlight any discrepancies identified and manage through to completion
- Accurately record outgoing correspondence figures
- Operate Quadient mailing machines
- Operate Quadient franking machines
- Log all mailing figures accurately to ensure correct invoicing by external mailing provider
- Update external portals with daily volumes for collection from external mailing providers
Additional requirements
The role requires the incumbent to train within the print and inserter room. The role requires a high deal of flexibility due to varying workloads and high priority service level agreements that require meeting on a daily basis.
The applicant must display a very strong attention to detail and ability to diligently follow documented procedures, as well as displaying a strong team ethic.
- Process Management to ensure processes and procedures are appropriately adhered to.
Working with Peers to improve overall processes and quality within the department. All client correspondence are despatched within the agreed SLA. Meet daily/weekly/monthly objectives set by your Team Leader/Manager
- Additional responsibilities - Complete any other appropriate ad hoc tasks as directed by your Manager or Team Leader
Key performance areas:
- SLA's are adhered to
- Clearly defined & documented processes and procedures are adhered
- Performance KPI targets are met
- Personal objectives, productivity and quality targets are met
- Flexibility within the role when required
- To comply with all Client Money and Money Laundering FCA regulations
Accountabilities:
- SS&C Employees are required to comply with the regulatory regime in which SS&C operates as appropriate to the above role.
- Employees are expected to exercise due care and diligence, ensuring the areas the incumbent is responsible for are organised and controlled.
- Employees are required to observe proper standards of market, business and personal conduct, demonstrating integrity in the execution of duties.
- The incumbent is required to respect the SS&C approach to client care and must demonstrate due regard to the interests of our clients and in any and all third party dealings.
Qualifications, Skills & Experience:
- Basic keyboard skills to include awareness of MS Office packages. (Essential)
- Good Verbal reasoning and numeric skills. (Essential)
- Experience in Financial Services Investment Industry. (Preferred)
- Degree level of education in relevant subject (optional)
- Good accuracy and attention to detail (Essential)
- Ability to work on own initiative when required (Strongly Preferred)
Knowledge
- Knowledge of ISA, Unit Trust, OEIC or Investment Trust administration (preferred)
Core Behavioural Competencies:
The incumbent is expected to demonstrate competence in the following areas to the relevant standard required by grade and level.
- Knowledge
- Problem Solving
- Accountability
- Communication
- Planning
- Team Player
JOB DESCRIPTION
In agreeing to this job description, the incumbent accepts the description of reporting lines, status, role, responsibilities and associated accountabilities. As these details may change throughout the year minor adjustments do not require a new job description to be completed.
Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.
SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.
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