Operations Specialist

Location: Boston, MA (Hybrid)

Duration: 6 Months with high possible extension or conversion

Job Description:

Financial Operations Specialist is responsible for performing specialized operational securities processing activities in support of the firm’s business lines.

This would include activities such as: notification announcement input, instruction receipt and authentication, instruction entry, processing and recording, reporting and acknowledgement, and reconciliation.

• Scrubbing Announcements from Market Data Vendors, Company Information, and Depositories and Agents
• Input information into Corporate Action platform for Income and Mandatory Actions
• Identify complex events and communicate to team members.
• Processing of Class Action suits
• Process client instructions through manual entry into the Corporate Actions platform.
• Process agent confirmations through the Corporate Actions platform for communication to clients.
• Written and verbal communication of uninstructed positions to clients on a daily basis.
• Processing of client account profile requests for Corporate Actions.
• Manual entry of payments into the Corporate Actions platform.
• Balancing and reconciling of positions related to corporate action activity.
• Reconciliation of receivables and payables to ensure accurate client cash projections.
• Communication of uninstructed positions via phone call to clients.
• Communicate as part of a team to ensure superior client service.
• Participate in client presentations or calls.
• Identify problem items.
• Communicate professionally and constructively to effectively resolve issues in a timely and efficient manner.
• BA/BS degree or equivalent work experience.