Corporate Actions Associate (Max $21/hr W2)

Lenmar Consulting Inc. • Baltimore, MD

23h • Hybrid

About The Position

The Asset Servicing Associate serves as a subject matter expert in regards to Corporate Actions for Brokerage Wealth Management. Ensure timeliness and quality of Corporate action announcements; reconciliation and resolution of residual differences. Applicants should have the ability and drive to provide exceptional service for Brokerage Financial Advisors, their Support staff, and other Operational counterparts.

Requirements

• Strong written and oral communication skills
• Strong interpersonal and client service skills using computer (desktops) and telephone systems
• Critical thinking and active learning in a telework/remote or in an office environment with ability to work independently and take ownership of identifying basic problems and establish new solutions
• Data Integrity and Validation
• Understanding of process drivers and elements of risk inherent to specific processes
• Understanding of how an individual's processes impact the overall client experience
• The ability to express ideas clearly, demonstrating the capacity to communicate effectively both verbally and in writing
• The ability to work independently and with a team to complete tasks in a timely and accurate manner, utilizing available tools to expedite the process in a telework and office environment

Nice To Haves

• Working knowledge of basic financial principles
• Exceptional client service skills and practices using telephony and other Firm technology
• Analytical skills with understanding of systems dependencies and downstream financial impact

Responsibilities

• Ensure timeliness and quality of Corporate action announcements
• Reconciliation and resolution of residual differences
• Provide exceptional service for Brokerage Financial Advisors, their Support staff, and other Operational counterparts
• Identify basic problems and establish new solutions
• Identify anomalies and potential risk
• Augment and enhance technical skills as needed
• Provide input in defining client needs and implements solutions
• Respond to client inquiries (both internal and external clients) in a timely and professional manner
• Contribute analytical capability and/or knowledge and experience to problem resolution and idea generation

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level