Operations Specialist

Yoh, A Day & Zimmermann Company; Tempe (AZ); Hybrid; USD 19,000 - 32,000; Full time

Benefits offered by this job

Medical, Prescription, Dental & Vision

Health Savings Account (HSA)

Life & Disability Insurance

401K Retirement Savings Plan

Direct Deposit & weekly epayroll

Referral Bonus Programs

Certification and trainingOpportunites

EAP

Job summary

Yoh, a Day & Zimmermann company, is seeking an Operation Specialist in Tempe, AZ. This hybrid, 6+ month contract role supports key processes across Alternative Investments, Corporate Actions, Dividends, and Proxy Shareholder Communications, with both operational processing and inbound phone support.

You will review forms for accuracy, reconcile cash and securities, resolve discrepancies with DTCC and transfer agents, and ensure correct posting of dividend-related activities while complying with

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.

Job description

Operation Specialists

6+ month contract
Tempe, AZ (Hybrid)
As an Alt Ops/ Corporate Actions Specialist, you will support key processes that connectour client with its clients, vendors, and partners.
Youll play a critical part in ensuring accurate and timely processing across Alternative Investments, Corporate Actions, Dividends, and Proxy Shareholder Communications processes, while providing excellent service to internal stakeholders.
This position includes both operational processing and inbound phone support, offering variety and exposure across multiple operational functions.
This position requires compliance with regulatory requirements and internal policies and supports a strong risk and control environment.

What Youll 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.

Estimated Min Rate: $14.00

Estimated Max Rate: $23.00

What’s In It for You?

We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh’s network of client companies has been employing professionals like you for over 65 years in the U.S., UK and Canada. Join Yoh’s extensive talent community that will provide you with access to Yoh’s vast network of opportunities and gain access to this exclusive opportunity available to you. Benefit eligibility is in accordance with applicable laws and client requirements. Benefits include:

• Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week)
• Health Savings Account (HSA) (for employees working 20+ hours per week)
• Life & Disability Insurance (for employees working 20+ hours per week)
• MetLife Voluntary Benefits
• Employee Assistance Program (EAP)
• 401K Retirement Savings Plan
• Direct Deposit & weekly epayroll
• Referral Bonus Programs
• Certification and training opportunities

Note: Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply.

Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Visit https://www.yoh.com/applicants-with-disabilities to contact us if you are an individual with a disability and require accommodation in the application process.

For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

By applying and submitting your resume, you authorize Yoh to review and reformat your resume to meet Yoh’s hiring clients’ preferences. To learn more about Yoh’s privacy practices, please see our Candidate Privacy Notice: https://www.yoh.com/privacy-notice

Stay Safe During Your Job Search

Fraudulent recruiting communications have become increasingly common. Emails from Yoh recruiters will only come from an @yoh.com email address. Yoh will never ask candidates to pay fees, purchase equipment, send gift cards, or transfer funds as part of the recruiting or hiring process. If you receive a communication that appears suspicious or requests payment, contact Yoh directly before responding or sharing personal information.