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.
• Absorb and assess compliance with established standards and protocols for routine inquiries.
• Manage data management tasks.
• Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work.

Requirements

• Supports business processes with guidance but not constant supervision by understanding and effectively using standard office equipment and standard software packages.
• Uses clear and effective verbal communications skills with guidance (but not constant supervision) to express ideas, request actions, and formulate plans or policies.
• Works with guidance (but not constant supervision) to plan, organize, prioritize, and oversee activities to efficiently meet business objectives.
• Works with guidance (but not constant supervision) to develop appropriate plans or perform necessary actions based on recommendations and requirements.
• Works under guidance (but not constant supervision) to analyze data trends for use in reports to help guide decision making.
• Uses an understanding of numerical concepts to perform mathematical operations such as report analysis with guidance (but not constant supervision).
• Selects, deploys, and gets the best results from the most appropriate office system.
• Develops, monitors, interprets, and understands policies and procedures, while making sure they match organizational strategies and objectives.

Qualifications

• Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance, High School (HS)

Skills

• Supports business processes with guidance but not constant supervision by understanding and effectively using standard office equipment and standard software packages.
• Uses clear and effective verbal communications skills with guidance (but not constant supervision) to express ideas, request actions, and formulate plans or policies.
• Works with guidance (but not constant supervision) to plan, organize, prioritize, and oversee activities to efficiently meet business objectives.
• Works with guidance (but not constant supervision) to develop appropriate plans or perform necessary actions based on recommendations and requirements.
• Works under guidance (but not constant supervision) to analyze data trends for use in reports to help guide decision making.
• Uses an understanding of numerical concepts to perform mathematical operations such as report analysis with guidance (but not constant supervision).
• Selects, deploys, and gets the best results from the most appropriate office system.
• Develops, monitors, interprets, and understands policies and procedures, while making sure they match organizational strategies and objectives.

Benefits

• Medical
• Dental
• Vision
• Life Insurance
• Critical Illness Insurance and Accident Insurance
• Disability Benefits
• Retail Savings
• Paid Time Off (including vacation, holidays, and sick leave)
• Parental Leave

Pay

Total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

Schedule

The role follows a hybrid-friendly schedule, offering flexibility and collaboration. In-office days are three per week, averaging twelve days per month, at one of the following locations: Southfield, MI, St. Petersburg, FL, or Memphis, TN.