Investment Operations Specialist
About The Position
In this position, you’ll be based in the Canton, Massachusetts office for a minimum of three days a week, with the flexibility to work from home for some of your working week. This role has in-office operational requirements and so we’re unable to consider employees who wish to continue an existing fully remote working arrangement or that work in a different office location. Find out more about our culture of flexible working. We give you a world of potential Corporate Action administration is a high-profile client service. Technical advances because of changing legislation and landscape have led to substantial growth in the provision Disbursements solutions. Computershare continues to develop innovative products and services to lead the way within this market allowing us to support current and projected growth opportunities. As the Investment Operations Specialist, you will bring your passion for client service, product innovation, product growth and program execution to this critical role. Your experience and drive will play a major role in the ongoing development of this market and Computershare’s solution delivery. A role you will love This role is responsible for the liaison with Corporate Action Client Operations Engagement, Front office and various internal stakeholder departments in preparing, managing, and executing end-to-end processing. This includes and is not limited to, organizing associated Corporate Action tasks, document production, system set up and reporting.
Requirements
- Bachelor's degree (B. A.) from a four-year College or University or related experience and/or training; or equivalent combination of education and experience.
- 2 - 4 years of Financial Services/Transfer Agent experience.
- Proficient in Microsoft Project and have working knowledge of Microsoft Office.
- Vendor relationship skills.
Nice To Haves
- Extensive knowledge of COSMOS (incl maintenance), Workflow, SCRIP, ATOP including reporting.
Responsibilities
- Review Letters of transmittal, stock certificates and other documents submitted for complex, sensitive, and manual corporate actions to ascertain whether they are properly completed and duly executed in accordance with the instructions set forth in the Letters of Transmittal.
- Verify wire instructions, international currency exchange form, if applicable, and update wire spreadsheet .
- Review restriction library and apply appropriate legend if applicable. Conduct quality review on work that has been processed. Responsible for research and reconciliation.
- Assist in processing validly submitted Corporate Actions items. Responsible for research, reconciliation and account maintenance.
- May be required to contact clients and vendors as needed.
- Other duties or tasks as assigned by management.
Benefits
- Paid parental leave, flexible working and a caring and inclusive culture.
- Health and wellbeing rewards that can be tailored to support you and your family, including medical, dental and vision.
- Invest in your future with 401k matching and tax-advantaged flexible spending plans, including healthcare, dependent care and commuter.
- Income protection. Our package includes short and long-term disability benefits, life insurance and supplemental life insurance.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
5,001-10,000 employees
