Corporate Actions Specialist
2 weeks ago
We are seeking a highly skilled Corporate Actions Specialist to join our team at HUB24 Group. As a key member of our Operations team, you will play a critical role in ensuring the timely and accurate processing of corporate actions notifications and instructions.
Key Responsibilities- Ensure all corporate action notifications are issued to advisers on a timely basis.
- Process corporate action-related instructions and requests from clients, adhering to established procedures.
- Follow up client instructions with registries.
- Balance all corporate action events within specific deadlines and investigate discrepancies as necessary.
- Act as a point of contact for internal and external clients, building client rapport and managing key relationships.
- Address client inquiries in alignment with the company's service offerings, liaising with stakeholders as necessary.
- Manage and respond to email queries from advisers/clients, ensuring timely resolution within agreed service timeframes.
- Document and refine procedures to effectively manage clients' queries with registries and other entities.
- Provide training to administrative staff and share best practices with the CA team, administrative staff, and the Pas team.
- Participate in designing and assessing procedures for the automation mail project to ensure timely, accurate, and efficient information delivery to clients.
- Provide comprehensive training, direction, and feedback to administrative staff and temporary EOFY contract team members.
- Identify and implement process modifications to enhance customer service, aligning service delivery with client expectations.
- Oversight and motivation of temporary contract staff and administrative teams involved in tax, corporate actions procedures, and general administration.
- Collaboration with IT mail automation, transitions, and Pas teams to address and meet customer expectations.
- Management of dividend payment accruals, income statement reconciliations, and income payment reconciliations.
- Performance of tax reallocations to ensure proper allocation of tax-related entries and compliance with relevant regulations.
- Active participation in the CA team to identify and propose process improvements for enhancing client service delivery.
- Management of income, dividends, interest, and managed funds distributions.
- Maintenance of records of new investments and portfolio updates.
- Regular communication with and updates to clients.
- Proposal of procedural improvements in CA team discussions, leading to collaboration with IT to automate client notifications for CA events.
- Minimum 3 years' financial services experience in a related position.
- Experience with corporate action processing.
- Knowledge of Australian securities, administration of portfolio balances in IPS.
- Knowledge of IRESS products and services.
- Knowledge of compliance monitoring framework (IPS).
- Strong communication skills.
- Experience in IRESS IPS.
- MS Excel - Intermediate/advanced skills.
- Knowledge of domestic and international trading execution and settlement.
- Desirable: Knowledge of MDA Operations.
- Tertiary qualifications highly regarded.
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Corporate Actions Specialist
1 week ago
Melbourne, Victoria, Australia HUB24 Group Full time{"title": "Corporate Actions Specialist", "content": "Job SummaryWe are seeking a highly skilled Corporate Actions Specialist to join our team at HUB24 Group. As a key member of our Corporate Actions Services Operations team, you will be responsible for ensuring the timely and accurate processing of corporate actions notifications and instructions from...
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Corporate Actions Specialist
2 weeks ago
Melbourne, Victoria, Australia HUB24 Limited Full timeAbout the RoleWe are seeking a highly skilled Corporate Actions Specialist to join our team at HUB24 Limited. As a key member of our Operations team, you will play a critical role in ensuring the timely and accurate processing of Corporate Action Notifications and instructions from clients.Key ResponsibilitiesEnsure all Corporate Action Notifications are...
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Corporate Actions Specialist
1 week ago
Melbourne, Victoria, Australia HUB24 Limited Full timeAbout the RoleWe are seeking a highly skilled Corporate Actions Specialist to join our team at HUB24 Limited. As a key member of our Operations team, you will play a critical role in ensuring the timely and accurate processing of Corporate Action Notifications and instructions from clients.Key ResponsibilitiesEnsure all Corporate Action Notifications are...
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