Operations Specialist: Corporate Actions & Cash Reconciliation

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

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