JOB DESCRIPTION
Location: Louisville, KY (Hybrid)
This is a hybrid position primarily based in Louisville, KY office location. We're committed to your flexibility and wellbeing and our hybrid strategy currently requires three days a week in the office, giving you the option to work remotely for some of your working week. Find out more about our culture of flexible working.
We give you a world of potential
We have a unique opportunity for someone to contribute their talents and strengths as a Trade Specialist - Investment Services.
A role you will love
The Trade Specialist is responsible for the daily processing of Dividend Reinvestment Plans (DRP), Direct Stock Purchase Plans (DSPP) and Alternative Investments (REITS) in a timely and accurate manner. Acts as a product expert for assigned clients to ensure all aspects of the DRP/DSPP/REIT products are processed as intended according to the plan.
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The primary responsibilities include, but are not limited to, the following:
- Process investments while adhering to the standards of accuracy across various functions, for Dividends, Optional Cash, ACH Debits, and Payroll.
- Ensure all purchases are balanced and traded as intended, facilitating successful settlement and allocation of all shares being purchased. Conduct quality checks throughout the entire investment process.
- Work with other internal team members, fostering an environment that encourages teamwork and communication. Create and follow highly efficient operational processes that avoid control, quality deficiencies and associated monetary losses.
- Communicate effectively with the brokerage community as well as internal/external clients.
- Create detailed analysis reports regularly for our clients.
- Process monthly DTC CIL fractional sales for our Private REIT clients
- Process Redemption sales as requested by the Alternative Investment, Relationship Management Team.
- Perform other duties and responsibilities as assigned.
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.
What will you bring to the role?
- Bachelor's degree (B. A.) from four-year college or university;
- 2+ years related experience in the Banking industry (required)
- Experience with Broker/Dealer Relationships (preferred)
- Demonstrated math skills - numbers oriented previous roles
- Ability to multitask and acute attention to details
- Excellent Communication Skills
- MS Office Suite (Word, Excel, Outlook) - high volume usage - formulas, spreadsheet management (required)
If this sounds like just the role you've been looking for, be sure to apply today!
Rewards designed for you
Paid parental leave, flexible working and a caring and inclusive culture.
Health and wellbeing rewards that can be tailored to support you and your family, including medical, dental and vision.
Invest in your future with 401k matching and tax-advantaged flexible spending plans, including healthcare, dependent care and commuter.
Income protection. Our package includes short and long-term disability benefits, life insurance and supplemental life insurance.
And more. Ours is a welcoming and close-knit community, with experienced colleagues ready to help you grow. Our handbook will help you find out more about our rewards and life at Computershare, visit computershare.com/careers-handbook.
#LI-KT1 #LI-Hybrid
ABOUT US
A company to be proud of
We're a global leader in financial administration with over 12,000 employees across more than 21 different countries. At Computershare, it's more than just a job, our open and inclusive culture means that we will help you to grow, to move forward and make the most of our world of opportunities.
A diverse and inclusive place to work
Computershare celebrate the diversity of our people, and we welcome applications from everyone. We believe that having a culture of inclusion is essential in delivering good results. Attracting, retaining, and developing a diverse workforce where employees feel valued, respected, and empowered allows people to reach their full potential. As a business this diversity helps us to better reflect and understand our customers' needs to allow us to drive better outcomes.
We are happy to accommodate individual needs during your application journey. If you require disability accommodations or adjustments, please email us at TalentAcquisition@computershare.com detailing your requirements and contact information.
Computershare is an equal opportunity employer. Qualified applicants will receive consideration for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, protected veteran status, or other characteristics protected by applicable law.
ABOUT THE TEAM
Since 1978, we've been trusted by companies around the globe to manage their shareholder registry, corporate actions and shareholder meetings and we're now the number one transfer agency in the world. As client needs evolved, so has our portfolio of services; extending our Issuer Services into equity and entity governance services to companies both public and private worldwide. Careers in Issuer Services could mean anything from assisting shareholders with their portfolios, enabling access to global markets or helping clients deliver on their equity and entity compliance requirements everywhere they operate.