Job Description
Treasury Services Payments Specialist of payment projects (e.g. dividends, interest and trust distributions) to ensure the accurate and timely dispatch of all client payments and associated communication.
Provide support services and assist clients with new payment facilities.
Ensure that communication between internal stakeholders is open, effective and ensure all client deadlines are met or exceeded.
Key Accountabilities and main responsibilities
Strategic Focus
- Contribute to the development of a culture across Link Group that supports strategic goals & values and positions the organisation as a leader in quality Registry Services.
- Keep abreast of current industry related issues.
- Develop & implement continuous improvement strategies to enhance client service practices & initiatives across Link Group.
- Take an active role in reviewing proposed Reinvestment Plan terms and conditions and recommending cost effective solutions.
- Develop and maintain detailed knowledge of securities and related industries through formal and self education.
Operational Management
- Effective allocation of resources and workload priorities to ensure timely, accurate and efficient completion of work in accordance with plan rules.
- Assist the Manager with establishment & maintenance of national precedents for all payment/mailing types.
- Ensure 100% delivery of all payment/mailing work on time, within budget and meeting client/legislative requirements.
- Actively work with Treasury Services Payments department to provide resources for all outgoing payment/mailing needs.
- Proactively provide advice & assistance to clients regarding payment/mailing support services.
- Improve communication with Treasury Services Payments team, Operations, EPS, Investor Services, Treasury Operations, Investor Communications & CRG.
- Ensure hindsight reviews are completed for every project and updated on the intranet within required timeframes.
- Support all compliance, audit, statutory & risk management processes and deadlines.
- Support Oscar process improvement initiatives including testing, documentation & change control.
- Attend operational/client & staff meetings as required.
- Assist Manager with weekly reporting, drafting invoices, managing fees, monthly revenue provisions, forecasting, and reviewing/approving third party invoices.
- Prepare and provide direct credit facility advice to clients and liaise with their bank.
- Provide support services to clients including stationary design and proofs.
- Liaise with clients to ensure satisfaction with ESP administration and awareness of full services offered.
- Attend client meetings as required.
- Maintain Payments Policy & Procedures manual.
- Maintain detailed knowledge of registry system, imaging systems and other key applications.
- General administration & other duties as directed by Manager, Treasury Payments, Brisbane.
People Leadership
- Provide regular performance feedback to staff via the state manager and assist in semi annual and annual performance reviews.
- Conduct on the job training and ensure staff are adequately trained.
- Delegate challenging work and drive cross training and multi skilling across the team.
- Contribute to KPI setting for staff and provide quarterly feedback.
- Assist staff with complex inquiries/complaints and technical issues.
Governance & Risk
- Maintain high level working knowledge of relevant regulations including Corporations Law, ASX Listing Rules, SCH Business Rules and Link Market Services procedures.
- Ensure all payment/mailing work meets legislative requirements.
- Support compliance, audit, statutory & risk management processes.
- Ensure policies, procedures, manuals and precedents are maintained and up to date.
- Ensure project review learnings are signed off and documented to support national governance of processes.
The above list of key accountabilities is not an exhaustive list and may change from time-to-time based on business needs.
Experience & Personal Attributes
- Tertiary qualification in business/financial markets/law/securities industry
- Demonstrated experience in managing payment services and reinvestment plans.
- Demonstrated experience in/knowledge of the securities industry and financial markets, including Corporations Law, Business Rules and ASX Listing Rules, especially regarding payments.
- Demonstrated experience in successfully managing multiple projects using project management techniques covering planning and successful delivery of projects, on time and within budget.
- Highly developed analytical and problem solving skills.
- Effective oral and written communication skills including strong negotiation skills, ability to liaise successfully with internal and external parties, ability to lead and manage a work team, and the ability to effectively represent Link Group at client meetings.
- Demonstrated high level of initiative, motivation and organisational skills, with the ability to determine work priorities, and work independently to strict deadlines.
- Proficiency with project management tools e.g. Microsoft Project, Microsoft Excel.
- Flexibility - able to meet demanding deadlines and work long hours to meet those deadlines, as required.
- Ability to prepare and maintain project budgets, analyse financial information and prepare concise management reports.
- Demonstrated high level of initiative, motivation and organisational skills
- Analytical and problem solving skills
- Effective oral and written communication skills including negotiation skills, ability to liaise successfully with internal and external parties, and ability to work effectively in a team environment
- Flexibility - able to meet demanding deadlines and work long hours to meet those deadlines, as required
MUFG Pension & Market Services is a global, digitally enabled business that empowers a brighter future by connecting millions of people with their assets – safely, securely and responsibly.
Through our two businesses MUFG Retirement Solutions and MUFG Corporate Markets, we partner with a diversified portfolio of global clients to provide robust, efficient and scalable services, purpose-built solutions and modern technology platforms that deliver world class outcomes and experiences.
A member of MUFG, a global financial group, we help manage regulatory complexity, improve data management and connect people with their assets, through exceptional user experience that leverages the expertise of our people combined with scalable technology, digital connectivity and data insights.
