Corporate Actions Notification Specialist

Location: Toronto (Must be located in Toronto Metroplex)

Pay range: $21/hr - $23/hr

Model: remote

Working type: 12-month contract

Accpeting Applications until 10/26

Role Overview

The Corporate Actions Notification Team is responsible for helping ensure that clients,

advisors, internal business partners, and operational teams receive accurate and timely

information about corporate action events. These events may include mandatory and

voluntary actions such as dividends, stock splits, mergers, tenders, exchanges, rights

oHerings, reorganizations, and other market events that may aHect client holdings or

account positions.

Purpose of the Role

The role supports the communication and processing of corporate action information by

reviewing event details, preparing or distributing notices, tracking deadlines, and helping

coordinate responses or elections where required. The position is important because

corporate action events are time-sensitive and may carry operational, financial, client

service, and reputational risk if information is missed, delayed, or communicated

inaccurately.

Key Responsibilities

- Review corporate action announcements and supporting details from internal

systems, custodians, depositories, vendors, or other approved sources.

- Help prepare, validate, and distribute corporate action notifications to the

appropriate recipients.

- Track significant event dates, response deadlines, payment dates, election windows,

and operational cut-oHs.

- Support the collection, review, and routing of client or advisor instructions for





voluntary events.

- Maintain accurate records of notices sent, responses received, and follow-up items

required.

- Escalate unclear, high-risk, or time-sensitive issues to the manager, senior team

members, or relevant business partners.

- Coordinate with operations, settlements, client service, trading, tax, compliance,

and other internal groups as needed.

- Help identify discrepancies between event sources, system records, account

holdings, or entitlement details.

- Assist with post-event follow-up, including status checks, reconciliation support,

and issue resolution.

- Follow documented procedures and controls to reduce operational risk and ensure

consistency.

Task that you may be doing in This Role

- Monitoring incoming corporate action event notifications and identifying which

events require communication or action.

- Drafting or updating client/advisor notices using approved templates and event

information.

- Checking notification accuracy before distribution, including event type, security

details, deadlines, options, and required instructions.

- Following up with internal teams or advisors when responses are missing,

incomplete, or nearing deadline.





- Entering event details, instructions, notes, or status updates into internal tracking

tools or workflow systems.

- Helping investigate questions from advisors, internal partners, or operations teams

related to a specific event.

- Supporting daily reporting, work queues, exception logs, and deadline

management.

- Learning the end-to-end corporate actions process, including how notifications

connect to elections, entitlements, payments, and account updates.

Skills and Attributes Needed

- Strong attention to detail and accuracy.
- Ability to work with time-sensitive deadlines and competing priorities.
- Clear written and verbal communication skills.
- Comfort reviewing financial information, security details, and operational

instructions.

- Good organizational skills and discipline in tracking open items.
- Willingness to ask questions and escalate when something is unclear or high risk.
- Basic understanding of securities, investment accounts, and corporate action event

types is helpful.

- Proficiency with Microsoft Excel, Word, Outlook, and internal workflow or

processing systems.

Expected Outcomes

Success in this role means corporate action notifications are distributed accurately and on

time, deadlines are tracked, stakeholders understand what action is required, and issues

are escalated before they create client or operational impact.

Pay: $21.00-$22.00 per hour

Expected hours: 40.0 per week

Benefits:

- Dental care
- Vision care
- Work from home

Work Location: In person

📌 Corporate Notifications Specialist (Toronto)
🏢 Calculated Hire
📍 Toronto