Hybrid Dividend & Corporate Actions Associate

OSTTRA Group; Philadelphia (Philadelphia County); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Paid Parental Leave

Paid Time Off

Referral Bonus

Professional Development Assistance

Job summary

Janney is seeking a Dividend Reorg Associate to provide professional-level support across branches for dividend and corporate actions. You will work with Operations to ensure timely postings of proceeds and information delivery, while following field instructions for client accounts.

Responsibilities include processing cash/stock proceeds, notifying the field of actions, prioritizing tasks in fast-paced environments, and ensuring high accuracy with proactive process improvements.

Qualifications

• Bachelor's degree in business/finance or related field preferred.
• At least 1 year of financial industry experience, preferably with corporate actions.
• FINRA Series 99 and SIE required and must be obtained within 6 months of hire.
• High accuracy and attention to detail.
• Strong initiative and time management skills.
• Ability to multi-task and meet critical deadlines.
• Team player in an agile environment with good communication.
• Proficient in MS Word, Excel, PowerPoint and Outlook.
• Experience using Thomson Beta, BRIO and Metaviewer; familiar with DTCC/JPMorgan/BONY.

Responsibilities

• Accurate and timely processing of cash and stock proceeds on payable date.
• Timely notification to the field of upcoming Corporate Actions.
• Prioritize and execute duties quickly and accurately within tight timeframes.
• Reconcile departmental suspense accounts daily.
• Monitor daily functions with a view to process improvement.
• Provide excellent customer service to all clients (internal and external).
• Interface with Operations and Management Teams and other departments.
• Update or draft policies and procedures as needed.
• Assist with projects and operational initiatives.
• Perform other duties as assigned.

Skills

Attention to detail

Effective communication

Organizational skills

Client focus

Time management

Problem solving

Education

Bachelor's degree in business/finance

Tools

MS Word

MS Excel

MS PowerPoint

MS Outlook

Thomson Beta

BRIO

Metaviewer

DTCC

JPMorgan

BONY

Job description

Janney is seeking a Dividend Reorg Associate to provide professional-level support across branches for dividend and corporate actions. You will work with Operations to ensure timely postings of proceeds and information delivery, while following field instructions for client accounts.

Responsibilities include processing cash/stock proceeds, notifying the field of actions, prioritizing tasks in fast-paced environments, and ensuring high accuracy with proactive process improvements.