Quick Overview
Job Description
We're seeking a future team member for the role of Senior Specialist, Corporate Actions to join our Operations team (securities / shareholders). This role is located in Berwyn, Pennsylvania
In this role, you'll make an impact in the following ways:
· Perform mandatory and voluntary corporate action-related custody and accounting processing, including dividend payments, reorganizations/proxy events, bond redemptions, reconciliation activities, client reporting, and proration on transactions.
· Meet with organizational units and teams to ensure corporate action events are addressed appropriately, determine the impact of moderately complex events, and disseminate event information to investors and client accounts.
· Research and respond to inquiries from internal business groups, depositories, agents, brokers, clients, Investment Managers, sub custodians, and/or custodians.
· Work across multiple systems to perform complex corporate action processing, including creating and scrubbing announcements, sending client instructions to third parties, and posting online cash and security transactions.
To be successful in this role, we're seeking the following:
· Bachelor's degree in a related discipline or the equivalent combination of education and experience.
· 5-7 years of total work experience preferred.
· Experience in financial services or corporate actions preferred.
· No direct reports; may provide guidance to less experienced team members, and may have people management responsibilities in some geographies.
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