Hybrid Tabulations Operations Associate

Posted 13 hours ago

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About the role

  • Collect vote instructions from incoming files/electronic feeds; validate vote details (e.g., account info, share amounts) and enter data into the system
  • Flag and investigate discrepancies (e.g., missing records, invalid positions)
  • Handle physical mail in votes during peak season (open, timestamp, and enter electronically) to ensure all votes are accurately recorded
  • Reconcile total votes with share balances to ensure completeness and accuracy; assist in finalizing tallies for solicitors, corporate issuers, or mutual funds
  • Generate reports summarizing voting results for internal stakeholders and clients
  • Perform QA checks on manually applied votes to prevent over votes or duplication; maintain clear audit trails of corrections/re votes and support audit requests
  • Collaborate with internal teams (e.g., Product/IT, Relationship Management) to resolve data or system issues; answer routine questions from team members and assist with troubleshooting (re sent files, clarifying instructions)
  • Maintain accurate vote records in compliance with industry regulations; follow proxy voting best practices for data privacy/confidentiality
  • Proactively suggest improvements that enhance efficiency, automation, and data integrity
  • Other duties as assigned

Requirements

  • 1+ years in operations, data processing, or proxy/financial services a plus
  • Proficient in Excel (PivotTables, formulas) and comfortable with databases or workflow systems
  • High attention to detail with excellent visual inspection skills
  • Proven organizational and time management abilities under tight deadlines
  • Effective written and verbal communication; able to escalate issues and coordinate across teams
  • Problem solver who can track down missing data and resolve vote eligibility questions
  • Team oriented, adaptable during proxy peak seasons; maintains integrity and confidentiality of sensitive shareholder information

Benefits

  • Hybrid position based out of Cary, NC office location with an in-office requirement of 3 days per week
  • Must be able to work overtime and weekends when needed
  • Office Environment working 40 hours week

Job title

Tabulations Operations Associate

Job type

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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