Hybrid Operations Specialist - Corporate Actions

Yoh Services LLC; Tempe (AZ); Hybrid; USD 19,000 - 32,000; Full time

Benefits offered by this job

Medical benefits

Dental & Vision

Health Savings Account

Life Insurance

Disability Insurance

EAP

401K

Direct Deposit

Weekly payroll

Referral bonuses

Training opportunities

Job summary

Yoh is seeking an Alt Ops/ Corporate Actions Specialist in Tempe, AZ (Hybrid) for a 6+ month contract. You will support processes that connect our client with its clients, vendors, and partners, including Alternative Investments, Corporate Actions, Dividends, and Proxy Shareholder Communications, while upholding regulatory requirements and a strong risk framework.

You will review forms, reconcile cash and securities, research discrepancies with DTCC and transfer agents, respond to advisor

Qualifications

• Experience in financial operations or corporate actions preferred.
• Ability to handle cash and securities processing with accuracy.
• Strong regulatory and risk-compliance mindset.

Responsibilities

• Review and process submitted forms and documentation with high accuracy.
• Reconcile, report, process and validate cash and securities transactions.
• Research and resolve discrepancies between DTCC, transfer agents, and contra firms.
• Review reports and exception queues to ensure accurate posting of dividend payments and related adjustments.
• Support Proxy Shareholder Communications and advisor inquiries.
• Provide inbound phone support to advisors and internal service teams with clear guidance.

Skills

Attention to detail

Regulatory compliance

Operational processing

Phone support

Tools

DTCC

Transfer Agents

Dividend processing

Job description

Yoh is seeking an Alt Ops/ Corporate Actions Specialist in Tempe, AZ (Hybrid) for a 6+ month contract. You will support processes that connect our client with its clients, vendors, and partners, including Alternative Investments, Corporate Actions, Dividends, and Proxy Shareholder Communications, while upholding regulatory requirements and a strong risk framework.

You will review forms, reconcile cash and securities, research discrepancies with DTCC and transfer agents, respond to advisor