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Ops Specialist CA Reorg (BOS)
Job Location:
Job Location:
Boston, MA - USA
Monthly Salary:
Not provided by the employer
Monthly Salary:
Posted:
21 October 2026 (4 hours ago)
Posted:
Application Deadline:
18 January 2027
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
Overview
We are seeking an Operations Specialist Corporate Actions (CA Reorganization) to support specialized securities processing activities within a financial services environment. This role is responsible for processing corporate action events maintaining accurate records reconciling positions and cash activity and ensuring timely communication with clients and internal stakeholders.This is an excellent opportunity for individuals interested in investment operations securities processing and corporate actions. The ideal candidate is analytical detail-oriented and able to manage multiple priorities in a deadline-driven environment while delivering high-quality service.
Responsibilities
Corporate Actions Processing
- Review and validate corporate action announcements from market data vendors depositories agents and company information sources.
- Input and maintain income and mandatory corporate action events within the corporate actions platform.
- Identify complex corporate action events and escalate issues appropriately.
- Process class action claims and related activities.
- Enter client instructions into corporate actions systems accurately and timely.
- Process agent confirmations and communicate updates to clients.
- Maintain and update client account profiles related to corporate action activity.
- Enter payments and transaction information into corporate actions systems.
Reconciliation & Operational Support
- Balance and reconcile positions impacted by corporate action activity.
- Reconcile receivables and payables to support accurate client cash projections.
- Investigate and resolve breaks discrepancies and exceptions.
- Ensure transactions are processed accurately and within established deadlines.
- Support daily reporting and workflow requirements.
Client Service & Communication
- Communicate uninstructed positions to clients through written and verbal channels.
- Contact clients regarding outstanding elections and corporate action instructions.
- Participate in client calls presentations and service discussions as needed.
- Collaborate with internal departments to resolve operational issues effectively.
- Provide timely and professional client service.
Risk Management & Process Improvement
- Identify investigate and escalate operational issues.
- Adhere to established procedures controls and regulatory requirements.
- Support process improvement initiatives that enhance efficiency and reduce operational risk.
- Develop an understanding of how corporate action processing impacts broader business operations.
Required Qualifications
- Bachelors degree or equivalent work experience.
- Strong PC and Microsoft Office skills.
- Excellent verbal and written communication skills.
- Strong analytical and problem-solving abilities.
- Ability to identify escalate and resolve issues effectively.
- Strong organizational skills and attention to detail.
- Ability to manage multiple priorities and deadlines simultaneously.
- Ability to work effectively in a team environment.
- Ability to process transactions accurately and efficiently.
- Ability to meet deadlines and perform well under pressure.
- Strong time-management and multitasking abilities.
Preferred Qualifications
- Experience in:
- Corporate Actions
- Securities Operations
- Investment Operations
- Custody Operations
- Asset Servicing
- Financial Services Operations
- Experience with reconciliations cash balancing or exception processing.
- Knowledge of corporate action event processing and reorganization activities.
- Experience supporting institutional or custody clients.
- Familiarity with securities processing settlements or investment accounting operations.
Required Experience:
IC
About Company
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