Corporate Action Associate

Responsibilities

• Purchase materials and enter budgetary information.
• Record time and expenses.
• Adjust multiple settings or parameters to meet performance standards.
• Create, organize, and maintain files containing correspondence and records.
• Support internal client relationships by helping others build effective working relations.
• Assess compliance with established standards and protocols for routine inquiries.
• Manage data management tasks.
• Develop working knowledge of the organization's policies and procedures.
• Develop and maintain excellent process or technical skills.

Requirements

• Supports business processes with guidance but not constant supervision.
• Understands and effectively uses standard office equipment and standard software packages.
• Uses clear and effective verbal communications skills.
• Plans, organizes, prioritizes, and oversees activities to efficiently meet business objectives.
• Develops appropriate plans or performs necessary actions based on recommendations and requirements.
• Selects, deploys, and achieves the best results from the most appropriate office system.
• Selects, deploys, and achieves the best results from the most appropriate office system.
• Develops, monitors, interprets, and understands policies and procedures.

Qualifications

• Bachelor’s degree in Accounting, Business Administration, or Finance.
• High School diploma (HS) required.
• 7 to 12 months of general experience.

Skills

• Knowledge of securities industry related to job responsibilities.
• Products concepts relating to financial services industry.
• General office practices and procedures.

Benefits

• Medical, dental, and vision insurance.
• Life insurance, critical illness insurance, and accident insurance.
• Disability benefits.
• Retail savings.
• Paid time off (including vacation, holidays, and sick leave).
• Parental leave.

Workstyle

Hybrid

Total Compensation

• Base salary or wages.
• Additional compensation (cash or equity).
• Discretionary bonuses.
• Commissions.

Company Culture

• Five guiding behaviors: Develop, Collaborate, Decide, Deliver, Improve.
• Core values: Client-first, Integrity, Independence, Conservative, Long-term view.

Equal Opportunity Employer

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.