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Sr. Associate, Voluntary Corporate Actions Team | 7:30am-4:30pm

Raymond James Financial

Saint Petersburg, Florida - United StatesMid
Sign in to applyVerified 2h ago
Location
Saint Petersburg, Florida - United States
Work model
On-Site
Level
Mid
Posted
Aug 28, 2026

About this role

Job Description

Summary This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In office days will be 3 per week in one of the following locations: St. Petersburg, FL, Memphis, TN , or Southfield, MI. The Senior Corporate Actions Associate leverages extensive securities and banking expertise to manage complex voluntary corporate action events throughout the event lifecycle. Responsibilities include creating and communicating event details, processing elections and payouts, submitting instructions to external partners, maintaining quality controls, ensuring compliance with corporate action policies and regulatory requirements, mitigating financial risk, and resolving complex issues while providing guidance to team members and business partners.

Job Description

Responsibilities: Provide operational support by performing a range of routine activities using existing systems and protocols. Produce, update, and provide best practice support on a wide range of Microsoft documents, databases, and other departmental systems. Prepare moderately complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for reports. Create a local document management system for an office or department. Build effective working relationships within the internal client organization and contribute to the management of the partnering relationship, delivering high-quality professional services within established routines or as part of an agreed project. Find the most effective ways to respond to routine functional inquiries. Involves following procedures and precedents. Use data management systems to access specific information as and when required. Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure. Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media. Knowledge of: Securities industry related to job responsibilities, department and division. Products and concepts relating to financial services industry, including financial instruments, financial management, and cash and capital principles. Diverse corporate action events and how they impact clients and the firm Claims, 180 Liability Notices, and transformations  Foreign currency conversions Double Taxation Agreements (DTAs) Corporate actions department procedures, systems (XSP, SIS, DTC, Euroclear), and concepts.

Skills

Supports business processes without supervision by understanding and effectively using standard office equipment and standard software packages, while providing technical guidance as needed. Uses clear and effective verbal communications skills without supervision and provides technical guidance when required on expressing ideas, requesting actions and formulating plans or policies. Works with guidance (but not constant supervision) to plan, organize, prioritize and oversee activities to efficiently meet business objectives. Works with guidance (but not constant supervision) to develop appropriate plans or perform necessary actions based on recommendations and requirements. Works under guidance (but not constant supervision) 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 (but not constant supervision). Works with guidance (but not constant supervision) to select, deploy and get the

Listing verified 2h ago. Applications go through the company's official careers site.

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Sr. Associate, Voluntary Corporate Actions Team | 7:30am-4:30pm at Raymond James Financial, Saint Petersburg, Florida - United States | Yoinka