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Revolution Technologies · 2 days ago

Corporate Action Associate

St. Petersburg, FL

Full-time

Hybrid

Entry Level

$28.50/hr - $28.50/hr

2+ years exp

Revolution Technologies is seeking a Corporate Action Associate for a hybrid opportunity in St. Petersburg, FL. The role involves supporting operational tasks, managing internal client relationships, and maintaining documentation while adhering to established standards and protocols.

DeliveryHuman ResourcesInformation Technology

Growth Opportunities

Hiring Manager

Marina Besecky

Responsibilities

Produce, update, and provide best practice support on Microsoft documents, databases, and other departmental systems. Tasks may include purchasing materials, entering budgetary information, and recording time and expenses

Carry out operational tasks by following established processes. This will involve adjusting multiple settings or parameters to meet performance standards

Prepare routine letters, memoranda, reports, and similar documents following detailed instruction. This is likely to involve using the full range of functions within standard office software

Create, organize, and maintain files containing the correspondence and records of a senior colleague

Help manage internal client relationships by supporting others to build effective working relations

Assess compliance with established standards and protocols for routine inquiries

Support others by working on a variety of data management tasks

Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards

Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching

Qualification

ExcelData managementOffice software proficiencyVerbal communicationFinancial services experience

Required

Completed High School Diploma

Minimum of 2 years of financial services or processing experience

Intermediate Excel skills required

Produce, update, and provide best practice support on Microsoft documents, databases, and other departmental systems

Carry out operational tasks by following established processes

Prepare routine letters, memoranda, reports, and similar documents following detailed instruction

Create, organize, and maintain files containing the correspondence and records of a senior colleague

Help manage internal client relationships by supporting others to build effective working relations

Assess compliance with established standards and protocols for routine inquiries

Support others by working on a variety of data management tasks

Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work

Adhere to mandatory procedures to ensure own work is undertaken to the required standards

Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching

Supports business processes with guidance but not constant supervision by understanding and effectively using standard office equipment and standard software packages

Uses clear and effective verbal communications skills with guidance to express ideas, request actions and formulate plans or policies

Works with guidance to plan, organize, prioritize and oversee activities to efficiently meet business objectives

Works with guidance to develop appropriate plans or perform necessary actions based on recommendations and requirements

Works under guidance to analyze data trends for use in reports to help guide decision making

Uses an understanding of numerical concepts to perform mathematical operations such as report analysis with guidance

Works with guidance to select, deploy and get the best results from the most appropriate office system

Works with guidance to develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives