Sr Corporate Actions Specialist

Columbia Bank • Denver, IA

3d • $24 - $29 • Onsite

About The Position

About the Role: The Sr Corporate Actions Specialist is responsible for processing Corporate Actions activity across multiple security types. The team is responsible for managing all tasks and responsibilities associated with mandatory and voluntary corporate actions, including dividends, mergers and acquisitions, spin-offs, and stock splits. The primary focus of this role is to mitigate company risk/financial exposure while working with counterparties to ensure timely and accurate execution of client instructions. Must have strong analytical skills and be able to work closely with other internal departments across CPT. Handles moderately complex work. Process cash and securities transactions in the trust accounting system related to corporate actions across multiple security types. Ensure all transactions are processed accurately and according to the relevant documentation. Ensure all documentation related to the transaction is appropriately archived and noted in Salesforce. Proactively communicate counterparties via phone to validate requests and to understand the path to completion for each transaction. Quickly remediate any issues or concerns arising from client or counterparty contact. Communicate findings to end clients as needed. Ensure all procedures related to client contact are adhered to. Proactively communicate with clients via phone to advise them of the status of their request. Quickly remediate any issues or concerns arising from the client contact. Ensure all procedures related to client contact are adhered to. Process complex activities related to select alternative investment types. Ensure all documentation related to the transaction is appropriately archived and noted in Salesforce. Other duties as assigned. About You: High School Diploma or equivalent certificate required. Bachelor's degree in related field preferred. 5 years Financial Services experience required. Demonstrated data entry skills required. Previous Financial Services experience in a transaction processing environment required. The pay range for this role is $23.98 to $29.00. The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process. Primary Location: Ability to work fully onsite at posted location(s). 1801 California Street Suite 800 Denver CO 80202 Our Benefits: We are proud to offer a competitive total rewards package including base wages and comprehensive benefits. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. Our Commitment to Diversity: Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected]. To Staffing and Recruiting Agencies: Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team. At Columbia Bank, we’re redefining what it means to bank and to build a career. As the West’s premier banking experience, we combine the strength and scale of a leading financial institution with the heart and mindset of a community bank. With more than 350 locations across eight states, we deliver relationship-based service backed by regional expertise and resources that help families and businesses thrive. Our culture is built on Do RIGHT, which means: Relationships: We create authentic connections with customers, colleagues, and communities. Impact: Every role here makes a meaningful difference in people’s lives and local economies. Growth: We invest in your success with career development, mentorship, and learning opportunities. Heart: We care deeply about doing what’s best for our customers and each other. Trust: Integrity and transparency guide everything we do. Why work for Columbia Bank? A strong, stable financial foundation with over $67 billion in assets and a diverse portfolio that supports flexibility and opportunity. A culture of belonging and purpose, where your ideas matter and your work has impact. Competitive benefits and flexibility designed to help you thrive personally and professionally. Community engagement that matters, from supporting local businesses to empowering youth through financial literacy initiatives. Ready to Do RIGHT for your career, your community, and your future? Explore opportunities and join Columbia Bank today.

Requirements

• High School Diploma or equivalent certificate required.
• 5 years Financial Services experience required.
• Demonstrated data entry skills required.
• Previous Financial Services experience in a transaction processing environment required.

Nice To Haves

• Bachelor's degree in related field preferred.

Responsibilities

• Process cash and securities transactions in the trust accounting system related to corporate actions across multiple security types.
• Ensure all transactions are processed accurately and according to the relevant documentation.
• Ensure all documentation related to the transaction is appropriately archived and noted in Salesforce.
• Proactively communicate counterparties via phone to validate requests and to understand the path to completion for each transaction.
• Quickly remediate any issues or concerns arising from client or counterparty contact.
• Communicate findings to end clients as needed.
• Ensure all procedures related to client contact are adhered to.
• Proactively communicate with clients via phone to advise them of the status of their request.
• Quickly remediate any issues or concerns arising from the client contact.
• Ensure all procedures related to client contact are adhered to.
• Process complex activities related to select alternative investment types.
• Ensure all documentation related to the transaction is appropriately archived and noted in Salesforce.
• Other duties as assigned.

Benefits

• We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays.
• Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 1,001-5,000 employees