Job Description

Looking for an excellent growth opportunity and the chance to expand your skills in both Finance and Technology? You may have just found the perfect fit!

Our client – a progressive Fintech leader serving a range of clients from single and multifamily offices to registered investment advisers, and private trust companies – is currently seeking candidates to fill a full-time position for Operations Associate.

Combining an amazing company culture with proprietary software that consolidates account data from multiple sources, focuses on data integrity, reconciles discrepancies, and offers flexible reporting – this hybrid role will be based out of a cutting-edge office space in Greenwich, CT.

We are currently looking for a Operations Associate to join our Securities Processing Operations team. The interested party will be responsible for researching and processing voluntary and mandatory corporate actions while ensuring accuracy within the company's proprietary systems.

Additional Responsibilities:

• Research voluntary and mandatory corporate action terms
• For voluntary corporate actions, notify clients, coordinate client responses and elect at custodian
• Review and process voluntary corporate actions based on client elections
• Research and process mandatory corporate actions
• Review corporate action event taxability and cost-basis ensuring that processing is in full compliance
• Reconcile cash, shares, and activity between banking operations system and custodian
• Research and action client corporate actions inquiries
• Follow daily schedule to ensure all tasks are completed as required per established timelines
• Follow operating procedures in accordance with audit requirements
• Ensure adherence to escalation policies, maintain awareness of risk mitigating policies and procedures
• Work on special projects as required

   

  Skills & Knowledge:

• BA/BS required. Degree in finance, accounting, economics or statistics strongly preferred.
• A minimum of 2 years of corporate actions processing experience
• Detail-oriented and responsive
• Communicate effectively
• Ability to excel independently or as part of a team
• Mastery of Microsoft Office

The above requirements and qualifications are meant to describe the general nature of the position and do not represent all duties to be performed by the selected candidate. Please note that only candidates who are under consideration for the position will be contacted. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

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