This role will manage reconciling and processing positions related to Corporate Action events
These activities include revisions of communications, notifications and facilitating postings for Corporate Action or Proxy events
Supports a range of products/ services and projects in accordance with established systems and procedures, under general supervision
Responsible for routine operational tasks focused on administering defined procedures, analyses and report preparation, and resolving problems that require investigation or research
Performs multiple transactions of moderate complexity
Applies analytical thinking and knowledge of data analysis tools and methodologies to identify process improvements and support the implementation of projects
Interprets data and contributes to recommendations for process improvement, and/or the launch of new products/ services and upgraded platforms
Minimizes risk to the bank through knowledge of procedural requirements - understands and monitors errors to suggest solutions to reduce errors, and to adhere to audit and control policies
Identifies policy gaps and makes suggestions to support the streamlining of related work processes
Timely escalation of all requests / inquiries / issues / errors
Develops a good understanding of products and processes, and industry practices and standards
Applies a good knowledge of a wide range of specialized administrative/technical skills to monitor, analyze and/or evaluate processes and data; most of the impact is related to the accuracy of tasks performed, and the quality and timeliness of tasks that affect own team and closely related teams
What we'll need from you:
Related Experience
Individuals at this level exhibit basic executional capabilities and are beginning to take on more responsibility
Knowledge of multiple types of investment instruments including: Equity securities, Fixed Income and Asset Backed securities
Proficient in MS Office (Excel, Word, Access- is desired)