- Ops Specialist CA Reorg is responsible for performing specialized operational securities processing activities in support of the firm's business lines.
- This would include activities such as: notification announcement input, instruction receipt and authentication, instruction entry, processing and recording, reporting and acknowledgement, and reconciliation.
- Primary focus is on daily deliverables and execution of defined procedures and analysis while gaining and understanding the "big picture" and how their work impacts the firm. Individuals will have their work thoroughly reviewed and validated by more senior personnel.
- Scrubbing Announcements from Market Data Vendors, Company Information, and Depositories and Agents.
- Input information into Corporate Action platform for Income and Mandatory Actions
• Identify complex events and communicate to team members. - Processing of Class Action suits
• Process client instructions through manual entry into the Corporate Actions platform.
• - Process agent confirmations through the Corporate Actions platform for communication to clients.
• Written and verbal communication of uninstructed positions to clients on a daily basis. - Processing of client account profile requests for Corporate Actions.
- Manual entry of payments into the Corporate Actions platform.
• Balancing and reconciling of positions related to corporate action activity.
• Reconciliation of receivables and payables to ensure accurate client cash projections. - Communication of uninstructed positions via phone call to clients.
- Communicate as part of a team to ensure superior client service.
- Participate in client presentations or calls.
• Identify problem items. - Communicate professionally and constructively to effectively resolve issues in a timely and efficient manner.
- BA/BS degree or equivalent work experience.
- Demonstrated PC skills. Ability to identify, escalate and resolve a problem.
- Ability to communicate professionally through effective verbal and written skills.
- Ability to manage time efficiently and effectively. Organizational skills and detail-oriented.
- Ability to multi-task. Ability to work in a team environment.
- Ability to process transactions timely and accurately Ability to meet deadlines and work under pressure.
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Finance/Accounts Specialist - Boston, United States - BCForward
Description
Job Description
Job DescriptionJob Title: Finance/Accounts Specialist (Recent Grads also apply, Hybrid)
Job Description:
Founded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward's 6,000 consultants support more than 225 clients globally.
BCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class place to work.
BCforward is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against based on disability.
To learn more about how BCforward collects and uses personal information as part of the recruiting process, view our Privacy Notice and CCPA Addendum. As part of the recruitment process, we may ask for you to disclose and provide us with various categories of personal information, including identifiers, professional information, commercial information, education information, and other related information. BCforward will only use this information to complete the recruitment process.
This posting is not an offer of employment. All applicants applying for positions in the United States must be legally authorized to work in the United States. The submission of intentionally false or fraudulent information in response to this posting may render the applicant ineligible for the position. Any subsequent offer of employment will be considered employment at-will regardless of the anticipated assignment duration.
Company Description
About BCforward\rFounded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward's 6,000 consultants support more than 225 clients globally.\r
BCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class place to work.\r
BCforward is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against based on disability.\r
To learn more about how BCforward collects and uses personal information as part of the recruiting process, view our Privacy Notice and CCPA Addendum. As part of the recruitment process, we may ask for you to disclose and provide us with various categories of personal information, including identifiers, professional information, commercial information, education information, and other related information. BCforward will only use this information to complete the recruitment process.\r
This posting is not an offer of employment. All applicants applying for positions in the United States must be legally authorized to work in the United States. The submission of intentionally false or fraudulent information in response to this posting may render the applicant ineligible for the position. Any subsequent offer of employment will be considered employment at-will regardless of the anticipated assignment duration.