Finance - Corporate Actions I

Apex Systems; Pittsburgh (Allegheny County); Presencial; USD 60.000 - 85.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical coverage

Dental coverage

Vision coverage

Life insurance

Disability insurance

401K with company match

Employee stock purchase program (ESPP)

Health Savings Account (HSA)

Descripción de la vacante

Everforth Apex seeks a Finance- Corporate Actions I professional to process voluntary and mandatory corporate actions and dividends across financial products. You will reconcile client holdings with agent records, support client inquiries, and maintain proper event documentation.

The role requires attention to detail, independence, and strong communication. You will work within a collaborative team, handling operational tasks and escalating complex issues to senior staff as needed.

Formación

• Bachelor’s degree in Finance, Business, or related field preferred.
• Familiarity with Microsoft Excel and basic Office tools.
• Strong attention to detail and ability to work independently.

Responsabilidades

• Corporate Actions Processing: Execute voluntary and mandatory corporate actions and dividend processing.
• Reconciliation: Compare client holdings against agent records for accuracy.
• Client support: Respond to basic client inquiries in a timely manner.
• Documentation: Maintain event files and recordkeeping requirements.
• Operational support: Monitor events and assist with payment and reconciliation processes.
• Escalation: Refer complex issues to senior staff as needed.

Conocimientos

Attention to detail

Independent worker

Organizational skills

Effective communication

Educación

Bachelor’s Degree (Finance, Business, or related field preferred)

Herramientas

Excel

Power BI

Alteryx

Descripción del empleo

Job#: 3055220

Finance- Corporate Actions I

Job Description:

• Primarily responsible for processing voluntary and mandatory corporate actions and dividends on products.
• Supports and completes basic client inquiries and requests.
• Reconciles client holdings versus agent holdings to ensure accurate corporate action transaction processing.
• Ensures all relevant documentation and recordkeeping is maintained within event files.
• Provides knowledge and technical assistance, determining when the more complex problems should be referred to a supervisor or senior professional.
• Responsible for the quality and completion of own work.

Key Responsibilities:

• Corporate Actions Processing: Execute voluntary and mandatory corporate actions and dividend processing across financial products
• Reconciliation & Accuracy: Reconcile client holdings against agent records to ensure accurate transaction processing
• Client Support: Respond to and support basic client inquiries and requests in a timely manner
• Documentation & Compliance: Maintain accurate event files and ensure all documentation and recordkeeping requirements are met
• Operational Support: Monitor corporate action events, manage assigned items, and support payment and reconciliation processes within systems
• Escalation & Problem Solving: Provide technical assistance and expand more complex issues to senior team members as needed

Qualifications:

• Bachelor’s Degree (Finance, Business, or related field preferred)
• Familiarity with Microsoft Office products (especially Excel)
• Strong attention to detail and ability to work independently
• Self-motivated with strong organizational skills
• Effective communication skills

Preferred Experience:

• Corporate actions experience/knowledge
• Financial services industry exposure
• Experience with AI tools or digital platforms
• Familiarity with tools such as Alteryx or Power BI

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.

• Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection.
• We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure.
• Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts.
• In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA.
• Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach.
• You can access a full list of our benefits, programs, support teams and resources within our ‘Welcome Packet’ as well, which an Everforth Apex team member can provide.

Everforth Apex Systems is an equal opportunity employer.

We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law.

Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at [email protected] or 804-523-8228. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.

UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex Systems.