Global Solutions Associate

BetaNXT is the next wave in Wealth Management technology and outsourcing solutions. We focus on solving our customers' most demanding integration challenges with flexible, efficient, and connected solutions. Our products reduce enterprise cost, streamline operational processes, increase advisor productivity, and enhance the investor experience. Together with BetaNXT, Wealth Management firms are transforming their platforms into differentiating assets that enable scale and commercial growth.

BetaNXT is not just invested in our customers; we are also invested in our people. We know that our overall success is a combined effort, and therefore, we strive to provide opportunities for our employees to learn, grow and thrive.

Mediant, a BetaNXT company, provides investor communications technology and technology-enabled solutions to banks, brokers, corporations, funds and investment managers. Mediant’s innovative technology ensures regulatory compliance and creates opportunities to strengthen shareholder and client engagement.

Global Solutions Associate Overview:

The primary purpose of the Global Solutions team is to support our broker clients in the global marketplace through the notification of shareholders of general meetings, granting shareholders the rights to vote and submitting vote instructions through the proper channels. The Event Discovery team’s purpose is to identify general meetings across the globe, set up meeting agendas, and complete the billing information as it pertains to each event on the Mediant platforms. The Verification team’s purpose is to ensure all information is accurate prior to the information being released for distribution to our clients. These actions are all performed within our established procedural and regulatory guidelines. The Tabulation team’s purpose is to collect vote instructions from shareholders and format Tabulation reports/instructions to submit to respective parties. This is a hybrid position and we are looking for someone to come into our Cary, NC office 3 times per week.

Duties and Responsibilities of the Global Solutions Associate:

• Learn, recognize, and apply global regulatory requirements to daily work and responsibilities
• Understand and enforce market requirements across 30 different countries including accurately identifying record dates and voting deadlines
• Create or verify global events, set up agendas, billing information and review materials accurately
• Create, verify, and authorize tabulation voting reports and vote instruction messages
• Complete all tasks and duties within the company's set guidelines and regulatory policies
• Identify and escalate potential issues
• Meet daily deadlines to ensure regulatory compliance
• Interact with peers, both internal and external, and function as part of a team

Skills and Experience of the Global Solutions Associate:

• Microsoft suite experience (must be intermediate in Excel, experience with Teams is a plus)
• SWIFT Messaging services experience is a plus
• SQL experience is a plus
• Able to work on multiple projects under constraint of deadlines
• Developed critical thinking skills
• Attention to Detail
• Flexibility
• Ability to organize and prioritize book of work
• Effectively communicate with internal and external stakeholders
• Strong visual inspection skills
• Strong research skills
• Ability to adapt to changes in business needs