Corporate Actions Coordinator (Junior Level)

About Kingsdale Advisors

With offices in Toronto and New York, Kingsdale Advisors is the leading shareholder services and advisory firm, having acted on the largest and most high-profile proxy fights and transactions. Since 2003, public companies across North America have looked to the expertise of Kingsdale Advisors to help them reach out to shareholders and secure the success of transactions or resolutions driven by shareholder votes. Kingsdale Advisors’ multidisciplinary team offers an array of specialized services focused on strategic and defensive advisory, governance advisory and proxy analytics, strategic communications, and voting analytics.

Your Role & How You Will Contribute

We are seeking a detail-oriented and motivated individual to join our Corporate Actions team in a junior capacity. This role supports the setup and processing of corporate action events and provides administrative and operational assistance to ensure smooth execution of transactions.

Requirements

Key Responsibilities

• Assist with the setup and tracking of voluntary and mandatory corporate action events under the guidance of senior team members.
• Support the preparation of event documentation, including timetables, holder lists, and basic reporting.
• Help review issuer documentation for completeness and accuracy.
• Collaborate with internal teams to maintain spreadsheets and databases used for transaction processing.
• Monitor and follow up on shareholder submissions to ensure completeness and compliance.
• Respond to basic shareholder and bondholder inquiries via email or phone, escalating complex issues as needed.
• Assist with reconciliation of data between internal records and external systems (e.g., CDS, DTC).
• Participate in internal audits by reviewing documentation and logging discrepancies.
• Help maintain internal logs and organize physical and digital records related to securities.
• Provide administrative support to the Corporate Actions team, assisting with documentation, coordination, and day-to-day operational tasks.
• Participate in internal projects focused on improving operational efficiency, contributing ideas, feedback, and support to process improvement projects.

Qualifications & Skills

• 0–2 years of experience in financial services, operations, or a related field.
• Post-secondary education in Business Administration, Finance, or a related discipline (or equivalent experience).
• Basic understanding of financial instruments and corporate actions is an asset.
• Strong attention to detail and organizational skills.
• Proficiency in Microsoft Office, especially Excel and Outlook.
• Ability to manage time effectively and work in a deadline-driven environment.
• Strong communication skills and a willingness to learn.
• Enrollment in or interest in completing the Canadian Securities Course (CSC) is a plus.

Equity Statement

Kingsdale Advisors is a staunch advocate for diversity in all its forms, and especially welcomes applications from members of the BIPOC (Black, Indigenous, and People of Color) community, women, people with disabilities, the LGBTQ+ community, and those of diverse intersectional identities. Accommodations are available on request for candidates taking part in all aspects of the selection process as well as part of employment with Kingsdale Advisors. In accordance with the AODA Act, for applicants with disabilities accommodation will be provided throughout the search process.