Senior Team Leader- Corporate Action/Distribution

Edward Jones Saint Louis , MO 63150

Posted 5 months ago

Opportunity Overview

Description: Responsible for ensuring timely and accurate payments to our clients in both the United States and Canada through a variety of different Corporate Action events impacting US and Canadian clients. Major responsibilities include:

  • Voluntary Offer event interpretation and processing

  • Mandatory Offer event interpretation and processing

  • Proxy

  • Other distribution and related Corporate Action events as needed (Stock Options, Class Actions, etc.)

Position Requirements

  • Bachelor's degree or equivalent experience required or concentration in business, audit, accounting, finance or management are preferred

  • Series 7 and 66 required within 12 months of start date required

  • 5 or more year's financial services industry or accounting experience, with operations experience strongly preferred

  • 3 or more years of management experience required

  • Expected to ensure proper resources and staffing are available to perform the work and only step in to assist when needed

  • Must have understanding of industry knowledge and skills in the areas of product, processes, risks, controls, and/or automation, within 6 months of hire, and use that knowledge to produce results

  • Specific Product knowledge (Ex...Bonds, Equities, UIT's) is a plus

  • Ability to lead projects and system enhancements is required

  • Must have an awareness of the technology and tools available internally as well as externally to provide solutions and create process efficiencies

  • Must have industry knowledge and skills in areas of product, processes, risks, controls and/or automation

  • Must investigate issues and problems thoroughly and resolve in a reasonable period of time on a daily basis

  • Demonstrate ability to use critical thinking skills to resolve complex challenges

  • Must have the ability to multi-task and work on items that at times may have very short deadlines

  • Very detailed orientated

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Senior Team Leader- Corporate Action/Distribution

Edward Jones