Operations Specialist

Apex Systems; Fort Mill (SC); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

ESPP (employee stock purchase)

Job summary

Apex Systems is seeking a detail-oriented professional to review and process forms with high accuracy, and to reconcile and validate cash and securities transactions. You will research discrepancies between DTCC, transfer agents, and contra firms and support shareholder communications with clear, informed responses.

The role also involves handling inbound calls to advisors and internal teams, providing guidance and issue resolution.

Responsibilities

• Review and process submitted forms and documentation with a high level of accuracy and attention to detail.
• 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, reversals, fractional liquidations, dividend reinvestments, and related adjustments.
• Support Proxy Shareholder Communications, including researching and responding to advisor inquiries and escalations.
• Provide inbound phone support to advisors and internal service teams, delivering clear guidance and resolutions.

Skills

Attention to detail

Data entry

Communication skills

Analytical thinking

Problem solving

Job description

What You’ll Do

• Review and process submitted forms and documentation with a high level of accuracy and attention to detail.
• 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, reversals, fractional liquidations, dividend reinvestments, and related adjustments.
• Support Proxy Shareholder Communications, including researching and responding to advisor inquiries and escalations.
• Provide inbound phone support to advisors and internal service teams, delivering clear guidance and resolutions.

EEO Employer 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. Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Employee Services Department at [e-mail] or 844-463-6178.

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 Benefits Overview

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 [e-mail] 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.