Sr. Associate, Voluntary Corporate Actions Team | 7:30am-4:30pm

About the role

This position follows a hybrid-friendly schedule with three in-office days per week in one of the following locations: St. Petersburg, FL; Memphis, TN; or Southfield, MI.

Responsibilities

• Manage complex voluntary corporate action events throughout the event lifecycle.
• Create and communicate event details, process elections and payouts, and submit instructions to external partners.
• Maintain quality controls and ensure compliance with corporate action policies and regulatory requirements.
• Mitigate financial risk and resolve complex issues while providing guidance to team members and business partners.
• Provide operational support by performing routine activities using existing systems and protocols.
• Produce, update, and provide best practice support on Microsoft documents, databases, and departmental systems.
• Prepare moderately complex documents using standard office software and gather data for reports.
• Create and maintain a local document management system for an office or department.
• Build effective working relationships within the internal client organization and contribute to partner relationship management.
• Deliver high-quality professional services within established routines or as part of an agreed project.
• Respond to routine functional inquiries by following procedures and precedents.
• Use data management systems to access required information and adhere to organizational policies, regulatory codes, and codes of conduct.
• Obtain authorization for exceptions from mandatory procedures when necessary.
• Develop capabilities through assessment and development planning, formal and informal training, and ongoing education.
• Stay current with relevant technology, external regulation, and industry best practices through conferences and specialist media.

Requirements

• High School diploma or equivalent (required)
• General experience: 13 months to 3 years
• Travel: Less than 25%

Skills

• Supports business processes without supervision by using standard office equipment and software packages, providing technical guidance as needed.
• Uses clear and effective verbal communication skills to express ideas, request actions, and formulate plans or policies without supervision.
• Plans, organizes, prioritizes, and oversees activities with guidance to meet business objectives.
• Develops appropriate plans or performs necessary actions based on recommendations and requirements with guidance.
• Analyzes data trends to guide decision-making with guidance.
• Performs mathematical operations such as report analysis with guidance.
• Selects, deploys, and optimizes office systems with guidance.
• Develops, monitors, interprets, and understands policies and procedures to align with organizational strategies and objectives.

Knowledge

• Securities industry products and concepts, including financial instruments, financial management, and cash and capital principles.
• Diverse corporate action events and their impact on clients and the firm.
• Claims, 180 Liability Notices, and transformations.
• Foreign currency conversions and Double Taxation Agreements (DTAs).
• Corporate actions department procedures, systems (XSP, SIS, DTC, Euroclear), and concepts.

Benefits

The position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. Details can be viewed at Myrjbenefits.com.