Operations Lead Specialist (Corporate Actions Tax)

Location: Jersey City, United States of America

Salary: $60,000–$75,000 annual base salary plus annual target bonus

Company

hirify.global is a global financial services firm providing investor services, capital partnerships, specialist expertise, and technology solutions.

What you will do

• Process, balance, and reconcile complex global custody positions related to tax reclaim entitlements.
• Receive, authenticate, enter, and verify instructions using dual controls while meeting daily quality and timeliness standards.
• Coordinate production controls, workflow prioritization, daily work proofs, reconciliations, reporting, and deadlines.
• Monitor and resolve complex discrepancies, inquiries, errors, and operational issues; identify root causes and recommend corrective actions.
• Review and approve team members’ work, provide backup support and training, and coordinate with other BBH departments and sub-custodians.
• Contribute to process improvement and straight-through processing initiatives while minimizing client risk and exposure.

Requirements

• BS/BA degree or equivalent work experience.
• 1–2 years of custody, securities processing, or other relevant industry experience.
• Research, analysis, and problem-resolution skills.
• Professional verbal and written communication skills.
• Organizational skills, attention to detail, and the ability to multitask, meet deadlines, and work under pressure.
• Proactive, self-starting, detail-oriented, and goal-oriented approach.
• Basic understanding of core custody and BBH Operations systems.
• Computer literacy, including Microsoft Excel, PowerPoint, and Word.

Culture & Benefits

• Full-time employment with a long-term career focus at a private partnership with a 200-year legacy.
• Benefits include long-term savings, healthcare, income protection, professional development opportunities, and time off.
• Collaborative environment with mentoring, knowledge sharing, and opportunities to contribute beyond the daily role.
• Compensation includes base salary, discretionary bonuses, and profit-sharing.
• Equal opportunity employer committed to considering diverse experiences and transferable skillsets.