Corporate Action Notification Speacialist

Calculated Hire; Toronto (OH); On-site; USD 20,000 - 22,000; Part time

Benefits offered by this job

401k plan with company match

Paid time off

Paid holidays

Employee Assistance Program (EAP)

Job summary

Calculated Hire is seeking a detail-oriented Corporate Actions Notification Specialist for a 12-month contract in Toronto. The role focuses on delivering accurate and timely information on dividends, splits, mergers, and other market events to clients, advisors, and internal partners.

You will track deadlines, validate notices, and coordinate with operations, settlements, and tax teams to minimize risk. A strong emphasis on accuracy, communication, and issue escalation is required to succeed in

Qualifications

• Strong attention to detail when reviewing financial information and notices.
• Ability to manage time-sensitive deadlines and priorities in a fast-paced environment.
• Clear written and verbal communication for notifications and stakeholder collaboration.
• Comfort reviewing security details and operational instructions.

Responsibilities

• Review corporate action announcements from internal systems and approved sources.
• Prepare, validate, and distribute accurate corporate action notifications to clients and internal teams.
• Track event dates, deadlines, payment dates, and election windows.
• Coordinate collection and routing of client or advisor instructions for voluntary events.
• Maintain records of notices sent, responses, and follow-up actions.
• Escalate high-risk or time-sensitive issues to management.
• Coordinate with operations, settlements, tax, compliance and other groups.
• Identify and resolve discrepancies between sources and records.
• Support post-event follow-up and reconciliation as needed.
• Follow procedures to reduce operational risk and ensure consistency.
• Monitor notices and determine which require communication or action.
• Follow up on missing or incomplete responses, especially near deadlines.
• Investigate questions from advisors and internal partners about events.
• Assist with daily reporting, work queues, and deadline management.

Skills

Attention to detail

Time management

Written communication

Verbal communication

Organizational skills

Questioning when unclear

Education

Financial services knowledge

Tools

Excel

Word

Outlook

Internal workflow systems

Job description

Corporate Actions Notification Specialist

Toronto

Remote (12-month contract)

Compensation: $21 - $23 per hour

About The Role

Our client is seeking a detail-oriented Corporate Actions Notification Specialist for a 12-month in-office contract in Toronto, with a pay range of $21/hr to $23/hr. As a key member of the Corporate Actions Notification Team, you will ensure that clients, advisors, internal business partners, and operational teams receive accurate and timely information about a wide range of corporate action events—including dividends, stock splits, mergers, tenders, exchanges, rights offerings, reorganizations, and other market events that may affect client holdings or account positions. This role is critical to minimizing operational, financial, client service, and reputational risk by supporting the communication and processing of corporate action information, tracking deadlines, and coordinating responses. Success in this position will be measured by the accuracy and timeliness of notifications, effective deadline management, and proactive issue escalation to minimize operational and client risk.

What You’ll Do

• Review corporate action announcements and supporting details from internal systems, custodians, depositories, vendors, or other approved sources.
• Prepare, validate, and distribute accurate corporate action notifications to clients, advisors, and internal teams using approved templates and event information.
• Track important event dates, response deadlines, payment dates, election windows, and operational cut-offs to ensure timely action and communication.
• Support the collection, review, and routing of client or advisor instructions for voluntary events, ensuring all responses are complete and accurate.
• Maintain accurate records of notices sent, responses received, and required follow-up actions in internal tracking tools or workflow systems.
• Escalate unclear, high-risk, or time-sensitive issues to management, senior team members, or relevant business partners to mitigate risk.
• Coordinate with operations, settlements, client service, trading, tax, compliance, and other internal groups as needed to facilitate smooth processing of events.
• Identify and help resolve discrepancies between event sources, system records, account holdings, or entitlement details.
• Assist with post-event follow-up, including status checks, reconciliation support, and issue resolution.
• Follow documented procedures and controls to reduce operational risk and ensure process consistency.
• Monitor incoming corporate action event notifications and determine which events require communication or action.
• Check notification accuracy before distribution, including event type, security details, deadlines, options, and required instructions.
• Follow up with internal teams or advisors when responses are missing, incomplete, or nearing deadline.
• Investigate and respond to questions from advisors, internal partners, or operations teams regarding specific events.
• Support daily reporting, work queues, exception logs, and deadline management.
• Learn and apply knowledge of the end-to-end corporate actions process, including how notifications connect to elections, entitlements, payments, and account updates.

What You Bring

• Strong attention to detail and accuracy in reviewing and communicating financial information.
• Ability to work effectively with time-sensitive deadlines and manage competing priorities in a fast-paced environment.
• Clear written and verbal communication skills for preparing notifications and collaborating with stakeholders.
• Comfort reviewing financial information, security details, and operational instructions.
• Excellent organizational skills and discipline in tracking open items and managing follow-ups.
• Willingness to ask questions and ask when something is unclear or high risk.
• Basic understanding of securities, investment accounts, and corporate action event types.
• Proficiency with Microsoft Excel, Word, Outlook, and internal workflow or processing systems.
• Experience in a financial services or operations environment (preferred).
• Ability to coordinate with multiple internal teams and stakeholders to ensure accurate and timely processing.

Disclaimer

Brooksource, Medasource, and Calculated Hire are part of the Eight Eleven Group family of companies and operate under Eight Eleven Group, LLC. All employees receive the same benefits, policies, and terms of employment.

We are committed to creating an inclusive environment for all employees and applicants. We do not discriminate on the basis of race, color, religion, creed, sex, sexual orientation, gender identity or expression, national origin, ancestry, age, disability, genetic information, marital status, military or veteran status, citizenship, pregnancy (including childbirth, lactation, and related conditions), or any other protected status in accordance with applicable federal, state, and local laws.

Calculated Hire offers competitive medical, dental, vision, Health Savings Account, Dependent Care FSA, and supplemental coverage with plans that can fit each employee’s needs. We offer a 401k plan that includes a company match and is fully vested after you become eligible, paid time off, sick time, and paid company holidays. We also offer an Employee Assistance Program (EAP) that provides services like virtual counseling, financial services, legal services, life coaching, etc.

Pay Disclaimer

The pay range for this job level is a general guideline only and not a guarantee of compensation or salary. Additional factors considered in extending an offer include (but are not limited to) responsibilities of the job, education, experience, knowledge, skills, and abilities, as well as internal equity, alignment with market data, applicable bargaining agreement (if any), or other law.