• Assist in identifying, validating, and processing mandatory and voluntary corporate action events, ensuring accurate and timely completion across client accounts • Distribute corporate action notifications to internal stakeholders and clients; respond to inquiries regarding upcoming or in-progress events • Support daily reconciliation of corporate action positions and entitlements against custodian and depository records to ensure data accuracy • Collect and submit client elections for voluntary corporate actions (e.g., rights offerings, tender offers, exchange offers) within required deadlines • Assist with calculating and verifying cash and stock entitlements resulting from corporate action events • Adhere to all relevant regulatory requirements and internal policies; support audit and regulatory inquiries as needed • Identify and escalate discrepancies, missing elections, or processing errors in a timely manner to mitigate risk and financial exposure • Prepare and maintain reports on corporate action events, processing status, and outstanding items for review by senior team members

• support day-to-day operations of custody and clearing services with a primary focus on Account transfers • process account transfers through multiple methods including ACATS, Non-ACATS, and direct transfers • aid in the remediation of transfer failures or errors • ensure compliance and correct supervisory oversight of the transfer process • engage in daily processes and project-oriented work to improve account transfers

• Assist in the preparation and review of investor documentation, including agreements, disclosures, and compliance-related materials • Ensure Investor Communications requests are processed while adhering to processing deadlines • Perform regular reconciliation to ensure compliance • Work with and provide assistance to internal and external stakeholders, such as Apex internal teams, third party vendors, and customers • Be responsible for ensuring that customer inquiries are completed in accordance with service level agreement guidelines • Ensure that inquiries are responded to in a professional and timely manner and escalating issues to management • Aid in the onboarding of new clients and provide supervisory oversight of communications to ensure adherence to regulatory requirements • Review and complete supervisory oversight and provide updates to management regarding any issues with client documentation or regulatory compliance • Ensure all investor communications adhere to regulatory and compliance standards • Identify documentation/processing irregularities and outline corrective measures • Identify opportunities for improving documentation processes and workflows

• Join a global mission to connect people, solve complex challenges, and create a sustainable and more inclusive world • Part of a global and diverse community, with many different minds, abilities, backgrounds and cultures