Associate Analyst, Corporate Actions - Specialized Service Team (Finance)

Location: Tempe, United States

Salary: $24.71–$41.15 per hour

Company

hirify.global is a U.S. wealth management firm providing financial advisors and institutions with affiliation models, investment solutions, fintech tools, custody, and practice management services.

What you will do

• Support the department phone queue and team mailboxes, communicating with financial advisors, professionals, and internal colleagues.
• Research complex corporate actions inquiries, set expectations, and coordinate timely resolutions.
• Provide subject matter expertise on reorganizations, dividends, ESOPs, restricted securities, cash sweeps, and securities-based lending.
• Educate clients on corporate action technology and provide accurate information about high-risk events.
• Complete data entry and request-processing tasks while following operational, compliance, and risk procedures.
• Participate in training and help maintain high levels of client satisfaction.

Requirements

• At least 3 years of financial or brokerage industry experience, preferably in operations.
• Proficiency with Microsoft applications, particularly Excel and Outlook.
• Strong problem-solving, data analysis, attention-to-detail, multitasking, and prioritization skills.
• Strong written and verbal communication skills for working with advisors, internal and external parties, vendors, and management.
• Ability to follow compliance and risk procedures and maintain focus on investors’ best interests.

Nice to have

• BA/BS degree or equivalent work experience.
• FINRA SIE, Series 99, or Series 7 license.

Culture & Benefits

• 401(k) matching and health benefits.
• Employee stock options and paid time off.
• Volunteer time off and additional total rewards.
• Work centered on service, excellence, integrity, and investors’ best interests.