Ops Specialist CA Reorg (BOS) - US Tech Solutions, Inc.

Job Description:

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.

• Scrubbing Announcements from Market Data Vendors, Company Information, and Depositories and Agents
• Input information into the Corporate Action platform for Income and Mandatory Actions
• Identify complex events and communicate with 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 with clients. \
• Written and verbal communication of uninstructed positions to clients daily.
• 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 calls to clients.
• Communicate as part of a team to ensure superior client
• Participate in client presentations or calls.
• Identify problem items.
• Communicate professionally and constructively to effectively resolve issues in a timely and efficient manner.

Must have a willingness to learn and a general interest in the financial industry.
Currently, there is a three-day in-office mandate. However, this could change.
Busy season is April, May, and June. Some weeks might require up to 55-60 hours each week. Outside of the busy season, it will be 40 hours/week.

Required:

• BA/BS degree or equivalent work
• 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.