Corporate Actions Operations Specialist — Hybrid

APEX Fintech Services LLC; Dallas (TX); On-site; USD 52,000 - 72,000; Full time

Benefits offered by this job

Healthcare benefits

401k match

PTO

Parental leave

HSA contribution match

Calm app subscription

Tuition reimbursement

Job summary

Apex Fintech Solutions is seeking an entry-level Operations Specialist (Corporate Actions) to support processing of dividends, mergers, stock splits, spin-offs, and tender offers in a fast-paced financial services environment.

You will identify, notify, and process corporate action events, coordinate with internal teams, and help ensure data accuracy and regulatory compliance while learning the lifecycle of corporate actions.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or related field or equivalent work experience.
• 0-2 years in financial services; internship in operations, corporate actions, or securities processing is a plus.
• Basic understanding of financial markets and securities types; securities lifecycle familiarity a plus.

Responsibilities

• Corporate Actions Processing: identify, validate, and process mandatory and voluntary events on client accounts.
• Notification & Communication: distribute notices to internal teams and clients; respond to inquiries.
• Reconciliation: assist daily reconciliation of positions and entitlements with custodians.
• Election Processing: collect and submit client elections within deadlines.
• Entitlement Calculations: assist with cash and stock entitlements.
• Compliance & Controls: follow regulatory requirements and internal policies; support audits.
• Issue Resolution: identify discrepancies and processing errors; escalate when needed.
• Reporting: maintain reports on events, status, and outstanding items.

Skills

Attention to detail

Communication

Prioritization

Team collaboration

Learning mindset

Education

Bachelor's degree in Finance, Accounting, Economics, Business, or related field

Tools

Excel

SQL

Bloomberg

Reuters

Job description

Apex Fintech Solutions is seeking an entry-level Operations Specialist (Corporate Actions) to support processing of dividends, mergers, stock splits, spin-offs, and tender offers in a fast-paced financial services environment.

You will identify, notify, and process corporate action events, coordinate with internal teams, and help ensure data accuracy and regulatory compliance while learning the lifecycle of corporate actions.