Job Description Summary Under limited supervision, responds to inquiries, processes, balances and reconciles client and firm positions, related to complex corporate actions, which may include both domestic and foreign issues. These actions may be considered either “voluntary”, e.g., exchange offers, election mergers, tenders, rights exercises or “mandatory”, e.g., dividend and interest allocations, reverse splits, mergers, plan of reorganizations, sale/liquidation of Unit Investment Trusts and class action lawsuits. May require interpretation of legal materials to complete the process. Job Description Responsibilities: • Determines required actions and processes by reading legal and/or regulatory documents/materials furnished by affected companies • Ensures Financial Advisors (FAs) are notified about corporate actions affecting their clients • Processes complex mandatory and/or voluntary offers • Processes and allocates dividends and interest payments • Processes...