Corporate Action Associate (6014)

NextPath Workforce Solutions; Saint Petersburg (FL); Hybrid; USD 41,000 - 50,000; Full time

Job summary

NextPath Workforce Solutions is seeking a Corporate Actions Specialist for our client in St. Petersburg, FL. The role is hybrid and contract-based, with compensation of $30-$36 per hour depending on experience.

Required are a Bachelor’s degree in Finance or related field and 3+ years in financial services, plus strong software and regulatory document processing skills. Visa sponsorship is not available at this time.

Qualifications

• Bachelor's Degree in Finance, Accounting, or related field.
• 3+ years of experience in financial services.
• Proficiency in required software applications to produce reports, correspondence, and spreadsheets at an intermediate to high level.
• Skilled in reading and understanding stock records.
• Knowledge of financial products, instruments, management, and cash/capital principles.

Responsibilities

• Read legal and regulatory documents to determine required actions and processes.
• Notify Financial Advisors about corporate actions affecting their clients.
• Process complex mandatory and voluntary offers.
• Manage dividends and interest payments processing and allocation.
• Update account statuses with daily reports.
• Handle client elections when applicable.
• Respond to complex or unusual client inquiries independently.
• Update client and firm accounts accordingly.
• Process high volumes of inquiries regarding past and current corporate actions via phone, fax, and email.
• Participate in User Acceptance Testing for systems and new processes.
• Assist with special projects and perform other duties as assigned.

Skills

Financial services experience

Software proficiency

Stock records reading

Financial products knowledge

Education

Bachelor's Degree in Finance, Accounting, or related field

Job description

NextPath Workforce Solutions is currently seeking a Corporate Actions Specialist to join our client’s team in St. Petersburg, FL. This is a hybrid Contract position.

SALARY:

$30-$36 per hour (depending on experience)

Unfortunately, at this time our client is unable to sponsor or transfer visas. Only candidates authorized to work in the US without sponsorship should apply.

REQUIREMENTS:

• Bachelor's Degree in Finance, Accounting, or related field


• 3+ years of experience in financial services


• Proficiency in required software applications to produce reports, correspondence, and spreadsheets at an intermediate to high level


• Skilled in reading and understanding stock records


• Knowledge of financial products, instruments, management, and cash/capital principles

RESPONSIBILITIES:

• Read legal and regulatory documents to determine required actions and processes


• Notify Financial Advisors (FAs) about corporate actions affecting their clients


• Process complex mandatory and voluntary offers


• Manage dividends and interest payments processing and allocation


• Update account statuses with daily reports


• Handle client elections (instructions) when applicable


• Respond to complex or unusual client inquiries independently


• Update client and firm accounts accordingly


• Process high volumes of inquiries regarding past and current corporate actions via phone, fax, and email


• Participate in User Acceptance Testing (UAT) for systems and new processes


• Assist with special projects and perform other duties as assigned

NEXTPATH WORKFORCE SOLUTIONS:

NextPath is a strategic talent partner connecting skilled professionals with organizations driving innovation and growth. Our recruiting team brings more than 80 years of combined experience delivering workforce solutions that align the right talent with the right opportunities. We work with leading companies across the country, offering flexible engagement models including contract, project-based, contract-to-hire, and direct hire roles.

We are an Equal Opportunity Employer.