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Operations Associate

2 months ago

Cary, North Carolina, United States BetaNXT Full time

1. Basic Information

1.1 Job Title: Operations Specialist

1.2 Department: Operations- Issuer Solutions

1.3 Report's To Title: Sr. Manager of Operations, Issuer Solutions

1.4 Location: Cary, NC

1.5 Supervises Others: Yes No

1.6 Status: Non-Exempt-Salary Exempt

2. Position Summary

(Briefly summarize the purpose of this position in terms of principle activities and critical end results.)

The Issuer Solutions Operations Team at Mediant Communications is responsible for working directly with several of our Strategic Partners to support their client's in processing their annual meeting events. The team also provides operational support for Mediant's Issuer Solutions relationship managers as they administer service delivery directly to our issuer clients. Primary functions of the team include job setup, site creation, coordinating the distribution of all Proxy material and communicating final tabulation results of the proxy event to all interested parties. Additional functions include job status reporting and invoicing. The role of the Operations Specialist is to act as the primary point of contact for a subset of our external strategic partners, as well as our internal Issuer Solutions relationship managers - ensuring that all of the operational and administrative proxy duties are delivered in an efficient and timely manner.

3. Job Responsibilities

3.1 Primary Functions (List the functions that are performed by the employee on a daily or continuous basis.)

Key Functions

  • Review, monitor and manage workflow dashboards to ensure events are properly setup in our systems and ensure various tasks along the event life-cycle are completed within strict deadlines
  • Client point of contact for subset of strategic partners. Complete initial and ongoing due diligence and responding to client inquiries regarding proxy services.
  • Provide operational support for Issuer Solutions Service Delivery team supporting direct issuers, provide management reporting and manage internal database and reporting systems.
  • Liaison to third party vendors and partners. Review service quality standards and service levels.
  • Perform quality assurance role, including but not limited to: Oversee print and mailing vendors, proxy printing and mailing, monitoring various web sites for functionality and accuracy.
  • Secondary responsibilities include development of operational procedures, quality standards, correspondence templates and external communications. Creating management reports and materials for staff meetings. Other projects and responsibilities as assigned.
  • Able to work overtime and flexible hours, particularly during proxy season (Jan-Jun).

ADDITIONAL RESPONSIBIITIES:

  • Coordinating setup of Mediant voting websites and telephone voting systems with internal web design teams and ensuring complete communication across all other service providers involved in the proxy process.
  • Work with clients globally, including U.S., Canadian, European, Latin American and Russian issuers.

4. Position Requirements/Qualifications

4.1 Education/Certification (Indicate the minimum educational requirement to successfully perform the job functions.)

HS diploma or equivalent

Associate's Degree

Bachelor's Degree

Master's Degree

Doctorate

Field(s) of Study:

Certifications or vocational training:

Requirements:
• Clear background check and drug test.

4.2 Experience (Indicate the minimum years of experience and the type of work experience or background required to successfully perform the job functions.)

Years of experience: 1-3

Type of work: Business Operations/ Financial Services is preferred

4.3 Specialized Knowledge/ Skills and Abilities (

  • Experience marketing in a B2B environment. Able to build relationship with management and work with internal/external clients.
  • Must be able to organize, prioritize and complete tasks within established time constraints
  • Abe to work in a high-pressure environment and meet numerous deadlines.
  • Knowledge in Microsoft Suite and effectively use email and phone
  • Strong verbal and written communications skills
  • Excellent research skills
  • Able to multitask and work on multiple projects

5. Working Conditions and/or Physical Requirements

Under ADA:

  • Sitting: Remaining in the seated position
  • Fingering: Picking, pinching, or otherwise working primarily with fingers rather than with the whole hand or arm as in handling
  • Talking: Expressing or exchanging ideas by means of the spoken word to impart oral information to clients or to the public and to convey detailed spoken Instructions to other workers accurately, loudly, or quickly
  • Traveling: None

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