Entry Level Operations Associate (Corporate Reorganization) - Hybrid
$42,744–$71,240 year
Hybrid · Amherst, New York, United States
Job Summary
Entry-level Operations Associate in the Corporate Reorganization team (Wealth & Institutional Services) focused on processing and reconciling corporate actions (mergers, restructurings, entitlement postings) for client accounts. Responsibilities include interpreting data from internal systems and external vendors, performing balance and suspense reconciliations, investigating discrepancies, supporting high-volume transaction processing across cash and securities, coordinating with Financial Advisors and Investment Managers, independently verifying team transactions, monitoring shared inboxes, assisting with class actions and other corporate-event activities, identifying and escalating risk or compliance issues, and contributing to process-improvement efforts. The role emphasizes accuracy, timeliness, learning new systems, and developing technical proficiency in a fast-paced environment.
Required Qualifications
- Associate’s degree or equivalent work experience
- 1+ years’ general work experience
- Degree in Business, Finance, Accounting, Economics, or a related field (preferred)
- Experience with Excel or other data tools
- Strong attention to detail and ability to work accurately in high-volume settings
- Demonstrated ability to learn quickly, adapt to new processes, and take on increasing complexity over time
- Solid organizational and communication skills
- Hybrid in-office role four days per week
- Location in Amherst, NY 14228
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