Sr Corporate Actions Specialist
Columbia Bank (WA, OR & ID), Denver, Colorado, United States, 80285
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.
Processcashandsecuritiestransactionsinthetrustaccountingsystemrelatedto corporate actions across multiple security types.
Ensurealltransactionsareprocessedaccuratelyandaccordingtotherelevant documentation.
Ensurealldocumentationrelatedtothetransactionisappropriatelyarchivedand noted in Salesforce.
Proactivelycommunicatecounterpartiesviaphonetovalidaterequestsandto understand the path to completion for each transaction.
Quicklyremediateanyissuesorconcernsarisingfrom clientorcounterpartycontact.Communicatefindings toendclientsas needed.Ensureallproceduresrelatedto client contact are adhered to.
Proactivelycommunicatewithclientsviaphoneto advisethem ofthestatusoftheir request.
Quicklyremediateanyissuesorconcernsarisingfromtheclientcontact.
Ensure all procedures related to client contact are adhered to.
Processcomplexactivitiesrelatedtoselectalternativeinvestmenttypes.
Ensurealldocumentationrelatedtothetransactionisappropriatelyarchivedandnoted in Salesforce.
Otherdutiesasassigned.
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: careers@columbiabank.com .
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.
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.
Processcashandsecuritiestransactionsinthetrustaccountingsystemrelatedto corporate actions across multiple security types.
Ensurealltransactionsareprocessedaccuratelyandaccordingtotherelevant documentation.
Ensurealldocumentationrelatedtothetransactionisappropriatelyarchivedand noted in Salesforce.
Proactivelycommunicatecounterpartiesviaphonetovalidaterequestsandto understand the path to completion for each transaction.
Quicklyremediateanyissuesorconcernsarisingfrom clientorcounterpartycontact.Communicatefindings toendclientsas needed.Ensureallproceduresrelatedto client contact are adhered to.
Proactivelycommunicatewithclientsviaphoneto advisethem ofthestatusoftheir request.
Quicklyremediateanyissuesorconcernsarisingfromtheclientcontact.
Ensure all procedures related to client contact are adhered to.
Processcomplexactivitiesrelatedtoselectalternativeinvestmenttypes.
Ensurealldocumentationrelatedtothetransactionisappropriatelyarchivedandnoted in Salesforce.
Otherdutiesasassigned.
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: careers@columbiabank.com .
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.