Corporate Actions Processor

Management Level

About EQ Shareholder Services

EQ Shareholder Services provides comprehensive solutions to support organizations throughout their corporate lifecycle, including managing shareholder engagement, maintaining stock registers, facilitating ownership transfers, enabling shareholder meetings, paying dividends, supporting IPOs, and administering employee equity plans. We are dedicated to revolutionizing shareholder services by developing digital solutions that facilitate dematerialization for issuers and shareholders. Our mission is to digitize the way shareholders hold their shares, engage with their investments, and interact with us.

We pride ourselves on being at the forefront of innovation, providing a digital-first experience that sets us apart. Our recent acquisition of Notified has expanded our capabilities in investor relations and communications, making us the only global technology partner dedicated to serving both public relations and investor relations solutions.

Our commitment to acting quickly on our clients' needs, strengthens and demonstrates our #ClientObsessedApproach, ensuring we deliver exceptional service and support.

• This is a temporary assignment planned to last 3-6 months and will be fully remote

Role Summary

The Corporate Actions Processor will be responsible for the day-to-day operational support; duties may include transaction processing, resolving complex customer issues, balancing accounts, and verifying accuracy of the transactions processed.

Core Duties / Responsibilities

The successful candidate will be responsible for the following :

Differentiating, processing, and reconciling transactions; researching inquiries; resolving customer complaints.

Reviewing time sensitive and / or complex documents.

Creating or revising departmental procedures.

Coordinates situations involving multiple departments.

May provide department level reporting using multiple sources.

Provides back-up to other desks. May have extensive customer contact; works under minimal supervision.

Skills, Capabilities and Attributes

The successful candidate will demonstrate the following experience, skills and behaviors :

3+ years in one or a combination of the following : transfer agent experience, financial services, accounting, business processing, analytical, or operations.

Intermediate to advanced MS Excel skills a must.

Previous reconciling / balancing experience.

Experience in an operational environment.

Prior Transfer Agent or Securities Industry experience a plus.

Ability to multitask and meet deadlines while working in a fast paced, high-volume environment.

Strong attention to detail and accuracy skills.

Ability to navigate multiple computer systems, applications, and utilize search tools to find information.

Excellent verbal, written, and interpersonal communication skills.

Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment.

High School Diploma or equivalent

Compensation : $21.00-25.00 hourly

Equal Opportunity Statement

We are an equal opportunity employer and make employment decisions without regard to race, creed, religion, national origin, sex (including pregnancy, gender identity, and sexual orientation), parental status, marital status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, status with regard to public assistance, or any other characteristic protected under federal, state, or applicable local law.