Admin/Clerical - Corporate Actions Specialist
$20 - $26 per hourApex Systems
Corporate Actions Specialist Financial Services Company 6+ month contract, potential to extend – W2 contract (cannot work C2C) Hybrid schedule, 3x/week onsite in Tempe, AZ Shift Schedule: Monday-Friday 7:30am-4:30pm PST Pay Rate: $20.00-26.00/hr Responsibilities Provide inbound phone support to advisors and internal service teams Review and process forms and documentation Research and resolve operational issues and discrepancies Support proxy shareholder communications and voting preferences Process and validate cash and securities transactions Review operational reports and exception queues Handle dividend-related activity, reversals, reinvestments, and adjustments Serve as subject matter expert for proxy communications and reorganization events Requirements Strong client‑facing/customer service background with high‑volume phone support experience Ability to research and resolve discrepancies while maintaining a high level of accuracy Strong attention to detail when reviewing forms, documentation, and operational transactions Excellent communication skills Ability to provide factual guidance without offering financial advice Ability to ask for help/support when needed Patience, adaptability, and professionalism when supporting advisors and internal partners Proficiency with MS Office (especially Excel), Teams, and ability to learn new systems quickly Banking/Financial Services industry experience Ideally financial call center, operations, brokerage, banking, or securities industry experience Desired Skills (not required) Call center environment experience Previous CXOne experience Broker dealer experience in the operations area Equal Opportunity Employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. We will consider qualified applicants with criminal histories in a manner consistent with applicable law. #J-18808-Ljbffr Apex Systems
- ...Corporate Actions Specialist As a Corporate Actions Specialist, you will support key processes that connect the organization with its clients, vendors, and partners. You will play a part in ensuring accurate and timely processing across Alternative Investments, Corporate...Clerical
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$20 - $25 per hour
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