Corporate Actions Specialist
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.
Responsibilities include:
Processing cash and securities transactions in the trust accounting system related to corporate actions across multiple security types.
Ensuring all transactions are processed accurately and according to the relevant documentation.
Ensuring all documentation related to the transaction is appropriately archived and noted in Salesforce.
Proactively communicating counterparties via phone to validate requests and to understand the path to completion for each transaction.
Quickly remediating any issues or concerns arising from client or counterparty contact. Communicating findings to end clients as needed. Ensuring all procedures related to client contact are adhered to.
Proactively communicating with clients via phone to advise them of the status of their request.
Quickly remediating any issues or concerns arising from the client contact.
Ensuring all procedures related to client contact are adhered to.
Processing complex activities related to select alternative investment types.
Ensuring all documentation related to the transaction is appropriately archived and noted in Salesforce.
Other duties as assigned.
Qualifications include:
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
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.
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.
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Responsibilities include:
Processing cash and securities transactions in the trust accounting system related to corporate actions across multiple security types.
Ensuring all transactions are processed accurately and according to the relevant documentation.
Ensuring all documentation related to the transaction is appropriately archived and noted in Salesforce.
Proactively communicating counterparties via phone to validate requests and to understand the path to completion for each transaction.
Quickly remediating any issues or concerns arising from client or counterparty contact. Communicating findings to end clients as needed. Ensuring all procedures related to client contact are adhered to.
Proactively communicating with clients via phone to advise them of the status of their request.
Quickly remediating any issues or concerns arising from the client contact.
Ensuring all procedures related to client contact are adhered to.
Processing complex activities related to select alternative investment types.
Ensuring all documentation related to the transaction is appropriately archived and noted in Salesforce.
Other duties as assigned.
Qualifications include:
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
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.
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.
#J-18808-Ljbffr