Ops Specialist CA Reorg

Phaxis

Boston (MA)

On-site

USD 33,062

Part time

14 days+

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Job summary

A financial services firm in Boston is seeking an Entry Level Ops Specialist to assist in corporate actions processing. Responsibilities include scrubbing announcements, inputting information into the Corporate Action platform, and ensuring accurate client communications. Ideal candidates should have a BA/BS degree or equivalent experience and strong organizational skills. This position is contract based with a pay rate of up to $24/hr.

Qualifications

  • Ability to identify, escalate and resolve a problem.
  • Ability to process transactions timely and accurately.
  • Ability to meet deadlines and work under pressure.

Responsibilities

  • Scrubbing Announcements from Market Data Vendors.
  • Input information into Corporate Action platform.
  • Processing of Class Action suits.
  • Balancing and reconciling positions related to corporate action activity.

Skills

Demonstrated PC skills
Effective verbal and written communication
Organizational skills
Ability to multi-task
Time management skills

Education

BA/BS degree or equivalent work experience

Job description

Pay up to $24/hr


Ops Specialist CA Reorg is responsible for performing specialized operational securities processing activities in support of the firm's business lines. This would include activities such as: notification announcement input, instruction receipt and authentication, instruction entry, processing and recording, reporting and acknowledgement, and reconciliation. Primary focus is on daily deliverables and execution of defined procedures and analysis while gaining and understanding the "big picture" and how their work impacts the firm. Individuals will have their work thoroughly reviewed and validated by more senior personnel.


Responsibilities


  • Scrubbing Announcements from Market Data Vendors, Company Information, Depositories and Agents.

  • Input information into Corporate Action platform for Income and Mandatory Actions.

  • Identify complex events and communicate to team members.

  • Processing of Class Action suits.

  • Process client instructions through manual entry into the Corporate Actions platform.

  • Process agent confirmations through the Corporate Actions platform for communication to clients.

  • Written and verbal communication of uninstructed positions to clients on a daily basis.

  • Processing of client account profile requests for Corporate Actions.

  • Manual entry of payments into the Corporate Actions platform.

  • Balancing and reconciling of positions related to corporate action activity.

  • Reconciliation of receivables and payables to ensure accurate client cash projections.

  • Communication of uninstructed positions via phone call to clients.

  • Communicate as part of a team to ensure superior client service.

  • Participate in client presentations or calls.

  • Identify problem items.

  • Communicate professionally and constructively to effectively resolve issues in a timely and efficient manner.


Skills


  • BA/BS degree or equivalent work experience.

  • Demonstrated PC skills. Ability to identify, escalate and resolve a problem.

  • Ability to communicate professionally through effective verbal and written skills.

  • Ability to manage time efficiently and effectively.

  • Organizational skills and detail-oriented. Ability to multi-task.

  • Ability to work in a team environment.

  • Ability to process transactions timely and accurately.

  • Ability to meet deadlines and work under pressure.


Seniority level


  • Entry level


Employment type


  • Contract


Job function


  • Accounting/Auditing, Analyst, and Finance


Industries


  • Accounting, Capital Markets, and Facilities Services

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