Corporate Actions

Dexian; Castle Shannon (Allegheny County); On-site; USD 60,000 - 90,000; Full time

Job summary

Dexian is seeking a Corporate Actions II professional to manage initiation, processing, and maintenance of moderately complex corporate actions and dividends across financial products. You will support client inquiries, ensure accurate processing, and maintain thorough documentation.

You will also contribute to client onboarding, drive process improvements, and provide technical guidance, referring more complex issues to senior staff as needed.

Qualifications

• Bachelor's degree (preferred).
• Experience in financial services processing, specifically in corporate actions (preferred).
• Relevant local or regional licenses or certifications as required for the role.

Responsibilities

• Initiate, process, and maintain corporate actions and dividends for relevant products, handling moderate complexity.
• Support and resolve basic client inquiries and requests related to corporate actions.
• Assist colleagues with more complex client requests and issues.
• Reconcile client holdings with agent holdings to ensure transaction accuracy.
• Maintain all necessary documentation and records within event files.
• Contribute to client onboarding, system releases, and ongoing process improvement initiatives.
• Provide technical assistance to team members and determine when issues need escalation.
• Uphold high standards of work quality and completeness.

Skills

Corporate actions

Client inquiries

Detail oriented

Independent worker

Education

Bachelor's degree (preferred)

Job description

Position Summary

The Corporate Actions II role involves managing the initiation, processing, and maintenance of moderately complex voluntary and mandatory corporate actions and dividends on financial products. The position requires supporting client inquiries, ensuring accurate transaction processing, and maintaining thorough documentation. The role also contributes to client onboarding, process improvements, and provides technical guidance, referring more complex issues to senior staff when necessary. Candidates will be responsible for ensuring the quality and accuracy of their own work to support the organization's operational excellence.

Key Responsibilities

• Initiate, process, and maintain corporate actions and dividends for relevant products, handling moderate complexity.
• Support and resolve basic client inquiries and requests related to corporate actions.
• Assist colleagues with more complex client requests and issues.
• Reconcile client holdings with agent holdings to ensure transaction accuracy.
• Maintain all necessary documentation and records within event files.
• Contribute to client onboarding, system releases, and ongoing process improvement initiatives.
• Provide technical assistance to team members and determine when issues need escalation.
• Uphold high standards of work quality and completeness.

Required Qualifications

• Bachelor's degree (preferred).
• Experience in financial services processing, specifically in corporate actions (preferred).
• Relevant local or regional licenses or certifications as required for the role.

Preferred Qualifications

• Prior experience handling corporate actions and related transactions within a financial services environment.
• Strong organizational skills and attention to detail.
• Ability to work independently and ensure high-quality deliverables.

Why This Opportunity May Be Appealing

This role offers an opportunity to work within a globally recognized organization, gaining valuable experience in financial services processing and corporate actions. It provides a chance to contribute to critical operational activities, collaborate with experienced professionals, and develop technical and industry-specific expertise in a dynamic, supportive environment.

Dexian stands at the forefront of Talent + Technology solutions with a presence spanning more than 70 locations worldwide and a team exceeding 10,000 professionals. As one of the largest technology and professional staffing companies and one of the largest minority-owned staffing companies in the United States, Dexian combines over 30 years of industry expertise with cutting-edge technologies to deliver comprehensive global services and support. Dexian connects the right talent and the right technology with the right organizations to deliver trajectory-changing results that help everyone achieve their ambitions and goals. To learn more, please visit https://dexian.com/. Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.