Operations Generalist

Mississauga, ON
Permanent
Full-time

20 days ago

RecruiterKristy GilmoreOpportunity OverviewWe are looking for a detail-oriented and experienced Corporate Actions and GIC Process Generalist to join our operations team.In this role, you will be responsible for the accurate and timely processing of a wide range of corporate action events and GIC transactions while supporting overall operational efficiency and client service excellence.Key Responsibilities:

Process and reconcile corporate action events including mandatory and voluntary reorganizations, mergers spinoffs, dividends and rights offering
Manage end-to-end GIC processing including issuances, maturities and redemptions
Review and validate corporate action notification and ensure entitlement calculations
Connect with Internal Teams (tax, compliance, service) to ensure proper handling and escalation of examples transactions
Monitor and resolve discrepancies and exceptions in a timely manner
Maintain accurate records and support audit and reporting requirements

Position TypeHome Office - CanadaPosition ScheduleFull-TimeCompany DescriptionJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.View our .¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.External Flexible Work Option(s)Hybrid, OnsiteAwards and AccoladesAt Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.Check out our U.S. awards and accolades:Check out our Canadian awards and accolades:Position RequirementsExperience:

3-5 years of experience in corporate actions processing within a financial institution broker dealer or custodial environment
Demonstrated hands on experience with mandatory and voluntary corporate action transaction types
Working knowledge of GIC products and fixed income processing
Familiarity with industry platforms and settlement systems (e.g. DTCC, CDS, DTC, or equivalent)
Strong analytical skills with a high degree of accuracy and attention to detail
Ability to prioritize and manage multiple transactions in a fast-paced, deadline-driven environment
Effective communication and collaboration skills across cross-functional teams
Proficiency in Microsoft Excel; experience with back-office or operational systems is an asset
Experience with REOR or similar reorganization processing systems
Exposure to dividend reinvestment and DRIP processing workflows
Knowledge of tax implications related to corporate action events

Salary InformationAt Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate.

Edward Jones

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