Corporate Actions Specialist
4 weeks ago
A career opportunity in finance and technology awaits you.
TPG Staffing is seeking a Corporate Actions Associate to join our Securities Processing Operations team. The ideal candidate will be responsible for researching and processing voluntary and mandatory corporate actions while ensuring accuracy within our proprietary systems.
Key Responsibilities:
- Research voluntary and mandatory corporate action terms
- Notify clients, coordinate client responses, and elect at custodian for voluntary corporate actions
- Review and process voluntary corporate actions based on client elections
- Research and process mandatory corporate actions
- Review corporate action event taxability and cost-basis to ensure 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
- Follow operating procedures in accordance with audit requirements
- Ensure adherence to escalation policies and maintain awareness of risk mitigating policies and procedures
Requirements:
- BA/BS required; degree in finance, accounting, economics, or statistics preferred
- Minimum of 2 years of corporate actions processing experience
- Detail-oriented and responsive
- Effective communication skills
- Ability to excel independently or as part of a team
- Mastery of Microsoft Office
TPG Staffing is an equal opportunity employer and welcomes applications from qualified candidates without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
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