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Job description
Operations Specialist (Corporate Actions) - US Hours/Remote
WHO WE ARE
Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify automate and facilitate access to financial markets for all. Our robust suite of fintech software enables us to support clients such as Stash Betterment SoFi Webull and eToro amongst many others; collectively Apex powers access to the stock market for over 22+ million end customers.
At Apex we are changing how the securities industry operates by reinventing the status quo which was manual slow and accessible only by the ultra-wealthy. We're digitizing and democratizing systems so that everyone has an opportunity to invest.
When you're at Apex you drive this change. You're part of a global team with a clear vision: to be the trusted technology that powers the digital economy. Our offices in Austin Dallas Chicago New York Portland Belfast and Manila are home to over 1000 employees.
Together we’re shaping the future of financial innovation. Embrace change. Solve big. Win together. And be G.R.E.A.T. — grit results empathy accountability and teamwork — with Apex.
We’re proud to be recognized for the innovative work we do the purpose-driven nature of our work and the collaborative culture we’ve created. Here are just a few of the many awards we’ve recently received:
Best Places to Work
2026 2025 2024 2023 - Presented by BuiltIn
WealthTech of the Year
2025 - Presented by US FinTech Awards
The World’s Top 250 Fintech Companies
2024 - Presented by CNBC
ABOUT THIS ROLE
The Operations Specialist (Corporate Actions) is an entry-level role responsible for supporting the accurate and timely processing of corporate action events. This includes the identification notification and processing of voluntary and mandatory corporate actions such as dividends mergers stock splits spin-offs and tender offers. The ideal candidate is detail-oriented eager to learn and comfortable working in a fast-paced financial services environment.
Key Responsibilities
Corporate Actions Processing: Assist in identifying validating and processing mandatory and voluntary corporate action events ensuring accurate and timely completion across client accounts.
Notification & Communication: Distribute corporate action notifications to internal stakeholders and clients; respond to inquiries regarding upcoming or in-progress events.
Reconciliation: Support daily reconciliation of corporate action positions and entitlements against custodian and depository records to ensure data accuracy.
Election Processing: Collect and submit client elections for voluntary corporate actions (e.g. rights offerings tender offers exchange offers) within required deadlines.
Entitlement Calculations: Assist with calculating and verifying cash and stock entitlements resulting from corporate action events.
Compliance & Controls: Adhere to all relevant regulatory requirements and internal policies; support audit and regulatory inquiries as needed.
Issue Resolution: Identify and escalate discrepancies missing elections or processing errors in a timely manner to mitigate risk and financial exposure.
Reporting: Prepare and maintain reports on corporate action events processing status and outstanding items for review by senior team members.
Education and Experience
Bachelor's degree in Finance Accounting Economics Business or a related field or equivalent work experience.
0–2 years of relevant experience in financial services; internship experience in operations corporate actions or securities processing is a plus.
Basic understanding of financial markets and common types of securities (equities fixed income mutual funds).
Familiarity with the corporate actions lifecycle is a plus but not required; training will be provided.
Preferred Qualifications
Experience or coursework in securities operations brokerage back-office or financial services operations.
Exposure to financial data platforms such as Bloomberg or Reuters.
Basic proficiency in Microsoft Excel; experience with SQL or data tools is a bonus.
Pursuit of or interest in professional certifications such as FINRA Series 99 CFA or similar designations.
Knowledge Skills and Abilities
Strong attention to detail with the ability to identify discrepancies in large data sets.
Clear and professional written and verbal communication skills for interaction with internal teams and clients.
Ability to prioritize and manage multiple tasks effectively under tight deadlines.
A collaborative mindset and willingness to learn in a team-oriented environment.
Comfort working with technology and financial systems; adaptable to new tools and processes.
Working Environment:
This role will work in a Nightshift schedule following Central Time Zone
Can work remotely with strong and stable internet connection
Willing to work on a hybrid setup - 2x a week in office at 4th Ave BGC Taguig
Please note this job description is not designed to cover or contain a comprehensive listing of activities duties or responsibilities required of the employee for this job. Duties responsibilities and activities may change at any time with or without notice.
Our Rewards
We offer a robust package of employee perks and benefits including healthcare benefits (medical dental and vision EAP) competitive PTO 401k match parental leave and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. At AFS we offer a hybrid work schedule for most roles that allows employees to have the flexibility of working from home and one of our primary offices.
EEO Statement
Apex Fintech Solutions is an equal opportunity employer that does not discriminate on the basis of race color religion sex (including pregnancy sexual orientation and gender identity) national origin age disability veteran status marital status or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.
Disability Statement
Apex Fintech Solutions is committed to creating an inclusive and accessible workplace for all candidates including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process please submit your request via the Candidate Accommodation Requests Form. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.
Skills Required
- Bachelor's degree in Finance Accounting Economics Business or related field or equivalent work experience
- 0-2 years relevant experience in financial services operations corporate actions or securities processing
- Basic understanding of financial markets and common securities (equities fixed income mutual funds)
- Strong attention to detail and ability to identify discrepancies in large data sets
- Clear and professional written and verbal communication skills
- Ability to prioritize and manage multiple tasks under tight deadlines
- Willingness to work nightshift (Central Time) and hybrid in-office schedule (2x/week Taguig)
- Basic proficiency in Microsoft Excel
- Familiarity with corporate actions lifecycle
- Experience or coursework in securities operations brokerage back-office or financial services operations
- Exposure to financial data platforms such as Bloomberg or Reuters
- Experience with SQL or data tools
- Interest in professional certifications (FINRA Series 99 CFA or similar)
What the Team is Saying
Apex Fintech Solutions Compensation & Benefits Highlights
- Healthcare Strength—Healthcare coverage is described as comprehensive spanning medical dental vision and mental‑health resources with HSA/FSA options and wellbeing perks. Feedback suggests premiums and plan choices are attractive reinforced by offerings like a Calm subscription and musculoskeletal support.
- Leave & Time Off Breadth—Time‑off provisions include PTO paid holidays bereavement leave volunteer time and even sabbatical options. Feedback suggests the overall structure supports work‑life balance alongside a hybrid work model.
- Parental & Family Support—Family support includes paid parental leave and adoption assistance. Feedback suggests primary and partner leave are meaningfully covered though exact durations should be confirmed in formal documents.
Apex Fintech Solutions Insights
What We Do
Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch scale and support digital investing for tens of millions of end investors. The company provides essential infrastructure and a comprehensive ecosystem of cloud-based products to enable and streamline trading wealth management cost basis tax reporting and through its subsidiary Apex Clearing™ custody and clearing. For more information visit the Apex Fintech Solutions website: https://www.apexfintechsolutions.com.
Why Work With Us
We are bold enough to do what needs to be done. Savvy enough to know what that is. Kind and candid enough to tell it like it is every step of the way. We are compelling in our own right but devoted to joint success. We watch our backs. We scout the way ahead. We put ourselves our team and our clients in a position to soar.
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Apex Fintech Solutions Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
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