Corporate Actions Administrator processing Canadian and US corporate actions for Aviso, a Canadian wealth management and investment services provider. Managing entitlements, tax treatment, DRIPs, and client service.
Responsibilities
Coordinate, review, and distribute all Canadian and US depository mandatory and voluntary bulletins
Process mandatory and voluntary corporate actions for securities held at Aviso accurately and within specified service standards
Process all daily entitlements
Ensure corporate actions receive appropriate US or Canadian tax treatment
Set client accounts up for dividend reinvestment plans (DRIPs) based on requests
Provide customer service to external and internal clients
Update procedure manuals regularly in accordance with internal controls and regulatory requirements
Participate in team meetings and seek process improvement ideas
Requirements
Some post-secondary education (including professional development)
2 years of related work experience
Completion of CSC is an asset
Strong analytical and problem solving skills with attention to detail
Ability to analyze discrepancies and provide solutions
Ability to work independently and apply knowledge with limited guidance
Ability to organize and prioritize tasks to meet required deadlines
Ability to multi-task and manage fluctuating workloads
Excellent customer service and interpersonal skills
Fluent communication skills in English are required
Bilingual skills in French are an asset
Benefits
Competitive compensation package that rewards and recognizes individual contributions
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