Admin/Clerical - Corporate Actions Specialist

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 Actions, Dividends, and Proxy Shareholder Communications processes. This position includes both operational processing and inbound phone support, offering variety and exposure across multiple operational functions while complying with regulatory requirements.

Key Responsibilities

• Provide inbound phone support to advisors and internal service teams, delivering clear guidance and resolutions.
• 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 clearing corporations, 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.

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.