Prompt response to shareholder requests and queries in a timely manner.
Accurate Validation of security holder transactions, deceased estate transmissions and other SRA forms.
Accurate Validation of Proxy forms.
Ensuring that holdings are registered in accordance with CHESS rules on Registration.
Ensuring compliance with industry standards and market obligations.
Timely and orderly batching of work to assist Data entry in processing documents effectively and to ensuring to Audit that all appropriate action has been responded to on documents received.
Performing (Histories) reconciliations on past and nil holdings on old and variable holdings on request by shareholders.
Work closely with the Call Centre, Corporate Actions and Managers of Client Services (Listed business) to co- ordinate replacement of cheque requests, to ensure timely communication of client initiatives in the marketplace.
Providing outbound calling to client/participant to assist with query resolution within processes.
To be able to deal with front door shareholder enquiries in a Professional manner.
Identify and flag opportunities to create more efficient procedures for CSO tasks and work with manager to take actions to initiate these.
Producing Rejection letters for shareholders validated documents that do not meet ASX, CHESS, Registry and Corporation Act Rules. Supplying more information at the request of shareholders to assist in processing specified document/s.
Responsibility to maintain high service outcomes to achieve and exceed service delivery standards
To ensure communication from your department to other departments is maintained at a high standard to ensure all stakeholders are briefed in relation to your department’s activities
All Platinum services are to be delivered to a high standard within the agreed timeframe
All matters concerning potential issues with Platinum service delivery are to be escalated to your manager immediately.
All incidents and complaints with impact to clients, investors and/or BoardRoom to be promptly logged into CAMMS portal. Incidents and Complaints to be logged within 24 hours of detection.
All incidents and complaints to be investigated and closed out promptly upon being raised by staff members. Incidents and Complaints to be investigated (and CAMMS updated) within 72 hours of being raised and closed out within 1 week.
Requirements
An extensive knowledge of ASX listing rules, CHESS and key ASIC requirements.
Good working knowledge of Microsoft Office, including Word, Excel and Outlook.
Minimum Diploma/Degree in related disciplines.
Excellent verbal and written communication skills.
Excellent time management, organisational, problem solving and prioritising skills.
Willing to work under Australia working hours and follow Australia public holidays.
Your health & well-being, as well as that of our colleagues is of utmost importance to us. To mitigate the impact of COVID-19 we have implemented various health and safety measures throughout our offices, which has changed our way of working. Please click here to view full details.