Corporate Actions Specialist

Options Consulting Solutions; Dartmouth; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading investment firm is looking for a Corporate Actions Administrator in Dartmouth. This role is essential for coordinating corporate actions and requires strong analytical, communication, and organizational skills. Candidates should have a background in the brokerage or investment industry to ensure precise data handling and reporting. Join a dynamic team and enjoy competitive compensation with great benefits!

Benefits

Competitive compensation and bonus

Extensive health benefits package

Exciting, fast-paced environment

Qualifications

• Experience with CDS and DTC.
• Experience in the brokerage/investment industry.
• Knowledge of financial products and procedures.

Responsibilities

• Set up and handle voluntary/mandatory reorganizations and corporate actions.
• Process corporate actions accurately from initiation to completion.
• Gather and reconcile information, resolving discrepancies.

Skills

Communication skills

Time management

Analytical skills

Problem-solving

Multi-tasking

Education

Post-secondary education in a relevant field

Tools

CDS

DTC

Job description

Our client is an investment firm with a history of skillfully navigating the market and providing clients with exceptional service. If you are a proactive and goal-driven financial professional looking to make your mark and further your career with a strong team, this could be the next step for you!

Company Perks and Rewards

• Competitive compensation and bonus
• Extensive health benefits package
• An exciting, fast-paced environment
• Office located in downtown Toronto
• And more!

The Job!

As the Corporate Actions Administrator, you are key to successful day-to-day operations in the firm. You will :

• Efficiently set up and handle voluntary and mandatory reorganizations, partial and full calls, redemptions, bankruptcies, and class actions for brokerage operations.
• Accurately process corporate actions on securities held by clients, from initiation to completion, ensuring timely and precise handling.
• Gather necessary information, reconcile discrepancies, and resolve exceptions to maintain data integrity.
• Acquire accurate, comprehensive, and timely corporate action-related information such as tender offers, elections, rights offerings, proxies, and consents. Interpret announcement information for various corporate actions with deadline-sensitive terms.
• Gather and organize information related to corporate actions.
• Other tasks as assigned.

What you bring to the job

• Experience with CDS and DTC
• Post-secondary education in a relevant field, preferred
• Experience within the brokerage / investment industry
• Knowledge of financial products and procedures
• Excellent communication skills, both written and verbal
• Strong time management and prioritization skills
• Solid analytical and problem-solving abilities
• Ability to handle competing priorities and multi-tasking
• Efficiency in high-pressure and fast-faced environments

Qualified job seekers are asked to apply with attention to Ashley Richardson.

I really look forward to hearing from you, but please understand that I will only be contacting those that are applicable for the role!

Options Consulting Solutions is an equal opportunity employer and welcomes applications from all individuals. Applicants selected for an in-person interview will be asked whether specific accommodations are needed to support a personal disability.

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