Operations Specialist

Alt Ops/ Corporate Actions Specialist

As an Alt Ops/ Corporate Actions Specialist, you will support key processes that connect us with its clients, vendors, and partners. You'll play a critical part in ensuring accurate and timely processing across Alternative Investments, Corporate Actions, Dividends, and Proxy Shareholder Communications processes, while providing excellent service to internal stakeholders. This position includes both operational processing and inbound phone support, offering variety and exposure across multiple operational functions. This position requires compliance with regulatory requirements and internal policies and supports a strong risk and control environment.

What You'll Do:

• Review and process submitted forms and documentation with a high level of accuracy and attention to detail.
• Reconcile, report, process and validate cash and securities transactions.
• Research and resolve discrepancies between DTCC, transfer agents, and contra firms.
• Review reports and exception queues to ensure accurate posting of dividend payments, reversals, fractional liquidations, dividend reinvestments, and related adjustments.
• Support Proxy Shareholder Communications, including researching and responding to advisor inquiries and escalations.
• Provide inbound phone support to advisors and internal service teams, delivering clear guidance and resolutions.

Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.