About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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Overview

Confidential client (Accounting & Finance) is seeking an entry-level Operations Specialist (Corporate Actions) to join their securities operations team in Highland Park, TX. This role supports the accurate, timely processing of corporate action events (dividends, splits, mergers, tender offers, etc.). Ideal candidates are detail-oriented, comfortable with data, and eager to learn securities processing in a fast-paced financial environment.

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What You’ll Do

• Assist with identification, validation, and processing of mandatory and voluntary corporate action events across client accounts.
• Distribute corporate action notifications and respond to stakeholder or client inquiries.
• Support daily reconciliation of corporate action positions and entitlements against custodian/depository records.
• Collect and submit client elections for voluntary actions (rights offerings, tenders, exchanges) within deadlines.
• Assist with entitlement calculations and verify cash/stock entitlements resulting from events.
• Escalate discrepancies, missing elections, or processing errors to mitigate risk and exposure.
• Prepare and maintain reports on event status, outstanding items, and exceptions for senior review.
• Adhere to internal controls, policies, and applicable regulatory requirements; support audit responses as needed.

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Minimum Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or equivalent work experience.
• 0–2 years of relevant experience in financial services; internships in operations, corporate actions, or securities processing are a plus.
• Basic understanding of financial markets and common security types (equities, fixed income, mutual funds).
• Comfortable working with technology and financial systems; strong attention to detail.

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Preferred Qualifications

• Coursework or experience in securities operations, brokerage back-office, or related financial operations.
• Exposure to Bloomberg, Reuters, or other market data platforms.
• Basic Microsoft Excel skills; experience with SQL or other data tools is a plus.
• Interest in pursuing industry certifications (FINRA Series 99, CFA, or similar).

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Skills & Abilities

• Strong analytical and problem-solving skills; ability to identify data discrepancies.
• Clear written and verbal communication for internal and client interactions.
• Ability to prioritize and manage multiple tasks under tight deadlines.
• Collaborative mindset, willingness to learn, and adaptability to new tools/processes.

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Compensation & Logistics

• Employment type: Full time (contract/contractor arrangements possible depending on engagement).
• Location: Highland Park, TX (on-site or hybrid as defined by the client).
• Estimated compensation (from source): $75,717 per year — estimated. This posting does not guarantee an exact salary; final pay offered will reflect candidate experience and local law.

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Benefits & Rewards

Confidential client offers a comprehensive benefits package that may include medical, dental, vision, 401(k) match, paid time off, parental leave, and learning / tuition reimbursement. Specific benefits and eligibility will be described during the hiring process.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.