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Corporate Actions Associate - Hartford, United States - TPG Staffing LLC
Description
This is a Hybrid role based out of a cutting edge office space in Stamford, CT. Excellent growth opportunity for someone looking to grow within Finance and Technology.Our client, is a progressive Fintech leader in the space. Their software consolidates account data from multiple sources, focuses on data integrity, reconciles discrepancies, and offers flexible reporting. Amazing company culture and growth opportunities. The Corporate Actions Associate will join the Securities Processing Operations team.
The successful candidate will research and process 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 ensuring that processing is in full compliance
Reconcile cash, shares, and activity between banking operations system and custodian
Responsible for research and resolution of any client's 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 projects as required
Skills & Knowledge:
BA/BS required. Degree in finance, accounting, economics or statistics strongly preferred.
At least 5 years of corporate actions processing experience
Strong mastery of Microsoft Office
Ability to excel independently or as part of a team
Can communicate effectively and transfer thoughts into expressed ideas
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.
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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