Operations Associate - Dividend & Reorganization

TL;DR

Operations Associate - Dividend & Reorganization: Identify and process corporate events affecting client stock records, notify financial advisors, track elections, and post stock/funds accordingly with an accent on accurate payment posting, reconciliation, and issue resolution. Focus on validating dividends, processing reorganizations, reconciling settlement reports, and handling inquiries from branch personnel.

Great Falls, MT

Company

hirify.global is an independent, employee-owned financial services firm with 90 years of history, focused on integrity, client service, and community impact.

What you will do

• Identify newly announced corporate events, create notifications for financial advisors, track responses, and process elections for dividends and reorganizations.
• Compute, validate, and post payments/dividends to client accounts, review stock records, and ensure accuracy on record and payable dates.
• Reconcile daily DTC and Bank of New York settlement reports, adjust positions, and maintain dividend reinvestment processes.
• Process bond calls, UIT terminations, ACH/DIV check instructions, and lost/stolen securities checks.
• Research and resolve inquiries from branch personnel, respond to issues, and handle regulatory requirements.
• Perform additional duties as assigned by supervisor.

Requirements

• High School diploma or equivalent.
• Strong computer skills in Microsoft Outlook, Word, and Excel.
• Strong organizational skills, attention to detail, communication, and customer service skills.
• Ability to troubleshoot problems independently, follow policies, maintain confidentiality, and work proactively with clients.
• Strong math and general accounting skills a plus.
• Maintain regular, predictable attendance.

Culture & Benefits

• Competitive salary with medical, dental, vision coverage.
• Company 401(k) and ESOP contributions, generous sick/vacation/maternity/parental leave, paid holidays.
• Professional development, tuition reimbursement up to $15,000 lifetime, discounted personal insurance.
• Charitable gift-matching and Davidson Day of Giving for community impact.
• Friendly, open, supportive culture emphasizing integrity, candid communication, and employee ownership.