Description

You will act as a subject matter expert for Corporate Actions across Equity and Fixed Income products.

Responsibilities

• Manage the timeliness and quality of corporate action announcements, including mandatory, voluntary, income processing, class actions, and proxy voting.
• Execute reconciliation and resolution of residual differences to ensure accurate bookkeeping entries for entitled holders.
• Perform risk analysis, mitigation, and process documentation to improve operational workflows.
• Compile and distribute management and regulatory reports.
• Provide case management and phone support to Financial Advisors and operational counterparts.
• Communicate complex issues and processes clearly to stakeholders across all seniority levels.

Required Skills

• 5+ years of relevant experience.
• Strong written and oral communication skills for professional correspondence.
• Proven ability in data integrity and validation to identify anomalies and potential risks.
• Exceptional client service skills using desktop, telephone, and video technologies.
• Critical thinking skills with the ability to identify problems and establish solutions.
• Ability to work independently and as part of a team in both office and telework environments.
• Understanding of how process drivers and inherent risks impact the overall client experience.

Preferred Skills

• Working knowledge of basic financial principles.
• Analytical skills with an understanding of system dependencies and downstream financial impact.

Key Skills

Education

Any Graduate