What are the responsibilities and job description for the CORPORATE ACTIONS SPECIALIST position at KBW Financial Staffing & Recruiting?
JOB SUMMARY
We are seeking a Corporate Actions Specialist to support the execution of corporate action events, ensuring accurate processing, reconciliation, and client communication. This role requires strong attention to detail, the ability to work under tight deadlines, and a collaborative mindset to deliver high-quality results. This position offers the opportunity for temp-to-perm placement. If you're looking for a fast-paced, detail-driven role in financial operations, we encourage you to apply.
Responsibilities:
Qualifications:
Salary: $24/hr
Type: Temporary to Permanent potential
Location: Boston, MA - HYBRID
KBW789
*MONKBW*
#LI-SH1
Responsibilities:
- Scrub announcements from market data vendors, company information, depositories, and agents
- Input corporate action data for income and mandatory events into the processing platform
- Identify complex events and communicate with team members as needed
- Process class action suits and client instructions manually in the corporate actions system
- Confirm agent instructions and relay relevant details to clients
- Communicate uninstructed positions to clients daily, both in writing and verbally
- Process client account profile requests related to corporate actions
- Manually enter payments into the corporate actions platform
- Reconcile and balance positions affected by corporate action activities
- Ensure accurate client cash projections by reconciling receivables and payables
- Participate in client calls or presentations to provide updates and address inquiries
- Proactively identify and escalate problem items, working collaboratively to resolve issues
Qualifications:
- Bachelors degree in Business, Finance or Accounting
- Proficiency in Microsoft Office
- Strong analytical skills with the ability to identify and resolve issues
Salary: $24/hr
Type: Temporary to Permanent potential
Location: Boston, MA - HYBRID
KBW789
*MONKBW*
#LI-SH1
Salary : $24