Strategic Staffing Solutions
Asset Services Specialist
Location: Charlotte, NC
Pay: $36/hr W2 Only
Duration: 4+ Months
Job Description: In this contingent resource assignment, you may: Participate in or provide support for low complexity initiatives within Business Execution. Review basic or tactical issues, policies, or procedures for which answers can be quickly obtained related to low-risk tasks and deliverables with narrower impact in Business Execution. Receive direction from supervisor and exercise judgment within defined parameters while developing understanding of function, policies, procedures, and compliance requirements. Provide information to client personnel in Business Execution. Required Qualifications: 6+ months of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work or consulting experience, training, military experience, education.
PROJECT DETAILS:
This contractor will be part of global operation’s investment banking team supporting asset services while a team member is on leave. This team performs multiple functions including Dividends, Principal interest, corporate actions, proxy and class actions.
DUTIES:
- Capturing information about events
- Notifying clients of events
- Processing elections where applicable
- Distribution of entitlements
- Process proxy exceptions related to overvotes, position differences, and mail failures.
- Mail review and distribution.
- Ad Hoc / non-expiring conversion processing
- Assist risk/ audit partners with gathering documentation on internal processes and procedures
TOP SKILLS
- 2+ years of securities/ Broker dealer/ back-office operations experience (Asset services experience is ideal)
- Intermediate skills in MS Excel (pivot tables/ vlookups)
- Intermediate skills in MS Outlook (ability to manage shared mailbox)
Soft Skills:
- Critical thinking, analytics.
- Good communications skills, written, oral for interaction with middle management and key stakeholders.
- Ability to organize and prioritize daily and weekly tasks with proper reporting and escalation as required.
- Ability to problem-solve.
- Ability to work in a fast-paced deadline driven environment.
Job ID: JOB-239657
Publish Date: 27 Dec 2024