US Tech Solutions - Jersey City, NJ

posted 5 months ago

Full-time - Entry Level
Jersey City, NJ
Administrative and Support Services

About the position

The Ops Specialist CA Reorg position at US Tech Solutions is designed for recent graduates with a finance major and some work experience. This role is pivotal in performing specialized operational securities processing activities that support the firm's various business lines. The position requires a commitment to reliability, attention to detail, and a high level of accuracy. Candidates must possess strategic thinking skills and the ability to anticipate financial trends, manage multiple tasks, and meet deadlines. A strong ethical standard and integrity are essential, as is the ability to work both independently and collaboratively within a team. Strong analytical and problem-solving abilities, along with excellent communication and presentation skills, are critical for success in this role. The work schedule is hybrid, with three days in the office and two days remote. The primary responsibilities include scrubbing announcements from market data vendors, inputting information into the Corporate Action platform for income and mandatory actions, and identifying complex events to communicate to team members. The Ops Specialist will also process client instructions through manual entry into the Corporate Actions platform, handle agent confirmations, and communicate uninstructed positions to clients both verbally and in writing. Balancing and reconciling positions related to corporate action activity, as well as ensuring accurate client cash projections, are also key components of the role. The individual will participate in client presentations or calls and must be able to identify and resolve problems efficiently and effectively.

Responsibilities

  • Scrubbing announcements from market data vendors, company information, and depositories and agents.
  • Inputting information into the Corporate Action platform for income and mandatory actions.
  • Identifying complex events and communicating them to team members.
  • Processing class action suits.
  • Processing client instructions through manual entry into the Corporate Actions platform.
  • Processing agent confirmations through the Corporate Actions platform for communication to clients.
  • Communicating uninstructed positions to clients on a daily basis, both written and verbally.
  • Processing client account profile requests for Corporate Actions.
  • Manual entry of payments into the Corporate Actions platform.
  • Balancing and reconciling positions related to corporate action activity.
  • Reconciling receivables and payables to ensure accurate client cash projections.
  • Communicating uninstructed positions via phone call to clients.
  • Collaborating as part of a team to ensure superior client service.
  • Participating in client presentations or calls.
  • Identifying problem items and communicating professionally to resolve issues in a timely manner.

Requirements

  • BA/BS degree or equivalent work experience.
  • Demonstrated PC skills.
  • Ability to identify, escalate, and resolve problems.
  • Effective verbal and written communication skills.
  • Efficient time management skills.
  • Strong organizational skills and detail-oriented approach.
  • Ability to multi-task and work in a team environment.
  • Ability to process transactions timely and accurately.
  • Ability to meet deadlines and work under pressure.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service