About Mason Stevens Mason Stevens is a leading provider of integrated wealth platform technology, that uniquely focuses on investor portfolio outcomes. More than just an administration platform, the innovative technology, paired with experienced investment specialist support, empowers advisers to deliver on their clients' investment objectives via an unconstrained investment universe, and backed by exceptional client service.
Established in 2010, Mason Stevens is privately owned with circa A$8 billion of funds under administration and management. Led by some of Australia's most experienced finance and investment professionals, with over 80 staff nationally in Sydney and Melbourne.
About the role We have an exciting opportunity for a detail-oriented Corporate Actions Specialist to ensure the accurate and timely communication of all Elective Corporate Action events, managing responses effectively for all stakeholders involved in client election processes. In this role, you will act as the primary liaison between Mason Stevens and the third party operational provider corporate actions teams, coordinating prompt and efficient custodian instructions and settlements for both elective and non-elective corporate actions.
Key Responsibilities Act as the primary liaison with the third-party operational provider corporate actions teams and custodians to ensure timely and efficient settlement of elective and non-elective corporate actions.Communicate Elective Corporate Action events to internal stakeholders, including events like Share Purchase Plans (SPP), Buy-Backs, Capital Calls, Consents, Convertible Preference Issues, Exchange Offers, Mergers, Odd-Lots, Priority Offers, Redemptions, Retail Offers, Rights Exercises, Rights Issues, Takeovers, Tender Offers, and Warrant Conversions.Take ownership and provide leadership to resolve Corporate Action issues, collaborating and communicating effectively with all stakeholders.Book client participation in special event transactions, such as IPOs and placements, in Broadridge.Assist with reviewing and verifying tax components of Trust distributions for client Annual Reports at financial year-end.Reconcile entitlements, such as Delistings, Dividends, DRP Plans, and Priority Offers, using Ex and Record Date principles.Manage and process client proxy voting instructions. Experience Required Experience with a range of Corporate Action events, including Share Purchase Plans (SPP), Buy-Backs, Capital Calls, Consents, Convertible Preference Issues, Exchange Offers, Mergers, Odd-Lots, Priority Offers, Redemptions, Retail Offers, Rights Exercises, Rights Issues, Takeovers, Tender Offers, and Warrant Conversions.Proficiency in Excel.Strong written and verbal communication skills.Proven ability to multitask, prioritize responsibilities, and work independently to resolve tasks and meet deadlines.A proactive and enthusiastic approach to identifying and implementing process improvements for greater efficiency and error reduction. Qualifications Minimum 5 years work experience in Corporate Actions
About Mason Stevens Mason Stevens is a leading provider of integrated wealth platform technology, that uniquely focuses on investor portfolio outcomes. More than just an administration platform, the innovative technology, paired with experienced investment specialist support, empowers advisers to deliver on their clients' investment objectives via an unconstrained investment universe and backed by exceptional client service.
Established in 2010, Mason Stevens is privately owned with circa A$7 billion of funds under administration and management. Led by some of Australia's most experienced finance and investment professionals, with over 80 staff nationally in Sydney and Melbourne.
Life at Mason Stevens At Mason Stevens, relationships matter to us, and by leaving our egos at the door, we can realise remarkable outcomes whilst supporting each individual to realise their potential.
We are committed to building and maintaining a diverse and talented team, backed by the belief that it is only by working together, that we will achieve our purpose; helping our Clients to realise better tomorrows.
We believe in keeping our 'minds wide open' and empowering people with the resources and trust needed to make a meaningful difference. We know an idea can only change lives if it happens, and value the kind of people who believe in being the change they seek and see opportunity in challenge.
Above all, we know you will be a great fit for us if you value people, show kindness and play fair.
How do I apply? To apply, please email [email protected] with your CV and cover letter.
Kindly note that Australian full work rights are required for this application. Only short-listed candidates will be contacted. Thank you for your understanding.