Job Summary

Operations Specialist JOB in Orlando, FL

  • Location:
    Orlando, Florida
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Fortune 200 bank is looking for an Operations Specialist for Corporate Actions in Orlando. This person is responsible for processing both mandatory and voluntary specific corporate actions functions related to international and US securities held (regardless of custodian) for specific back office clients. This position requires 1-3 years of financial processing and data entry experience, Bachelor's Degree and proficiency in MS Office's suite. Please review the full description below to see if it is a good fit.
Title: Operations Specialist (corporate actions)
Location: Orlando, FL 32817
12 Month Contract
Schedule: FULL TIME 8am-5pm M-F
Description: The incumbent is responsible for processing both mandatory and voluntary specific corporate actions functions related to international and US securities held (regardless of custodian) for specific back office clients. S/He is responsible for handling moderately intricate to extremely complex corporate action events for multiple back office clients. Processing responsibilities include the receipt of custodian announcements, the scrubbing/comparison of data, and the notification of corporate action events to a specific client. S/he reconciles client positions with multiple custodians and monitors appropriate posting of accruals and entitlements to client accounts. For all voluntary events, s/he is responsible for soliciting and receiving responses from the clients and for submitting these instructions to the various custodians prior to their deadline dates. S/he will work on multiple systems, as well as other custodian proprietary online systems, to perform these functions. The incumbent is responsible for adhering to established quality control measures and procedures. S/He will interact daily with clients, non-client custodians, agents, and other internal business groups including the corporate actions custody and accounting teams. S/He will provide the first level training for new specialists and will assist specialists in handling inquiries. Additionally, s/he will participate in department projects such as identifying system or processing enhancements and off hours system testing. Additionally, s/he may meet directly with the client. The qualified candidate will possess a BS/BA degree or the equivalent of 2-3 years work experience in financial services operations with a minimum of 1 year Corporate Action experience. S/He must be detail oriented, organized, and have the ability to work independently and as part of a team in a fast paced, deadline driven, high-risk environment. Customer service orientation is a must with excellent writing and verbal communication skills. Ability to exhibit patience in teaching procedures to new associates is essential. Experience using Microsoft Office (Excel, Outlook, Word) is required.

Requirements/Preferences: Proficiency in Word, Excel, PowerPoint and Outlook. Demonstrated strength with multi-tasking and prioritizing work with a strong attention to detail. Excellent planning, organizational and written and verbal communication skills. Be customer service-focused with the ability to work collaboratively with others including interaction with internal and external contacts. Need motivated people that want to learn. Multi-tasking is huge, learning quickly and having a background in the financial industry can help. Top performers in college like 3.9-4.0 GPA do well. There is a ton of information to learn and then use daily like you were doing an open book test. Any degree can do it. It’s not data entry or a simple job. It requires a lot of learning.
If you are interested, please apply!

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All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

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