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Corporate Actions Administrator
Aviso Wealth. Coordinate, review, and distribute all Canadian and US depository mandatory and voluntary bulletins .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in processing corporate actions and ensuring compliance with US and Canadian tax regulations while providing exceptional customer service. Proficient in analyzing discrepancies and implementing process improvements to enhance operational efficiency.
Highest-signal resume keywords
Corporate Actions ProcessingUS And Canadian Tax TreatmentCustomer ServiceAnalytical And Problem Solving SkillsBilingual Communication
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Corporate ActionsDividend Reinvestment PlansEntitlements ProcessingRegulatory ComplianceDiscrepancy Analysis
Soft Skills
Attention To DetailOrganizational SkillsMulti-taskingInterpersonal Skills
Certifications & Qualifications
Completion Of CSC
Industry Keywords
Mandatory BulletinsVoluntary BulletinsService StandardsProcedure ManualsProcess Improvement
About the role
Key responsibilities & impact- 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
What you’ll need- 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
Comp & perks- Competitive compensation package that rewards and recognizes individual contributions
- Excellent health, dental and insurance benefits
- Generous vacation time
- Fitness benefit
- Parental leave top-up options
- Matching contributions to our retirement program
- Learning and development opportunities
- Education assistance program
- Regular social events