Releasing & Inventory Officer

Key Responsibilities

• Supervise the release and distribution of stock certificates, dividend checks, withholding tax forms, and other shareholder documents.


• Oversee the preparation and execution of corporate actions, including cash dividends, stock dividends, stock rights, and shareholder communications.


• Maintain accurate inventory records and ensure the safekeeping of unclaimed certificates, checks, and other custody assets.


• Monitor corporate action schedules and ensure timely delivery of shareholder notices and entitlements.


• Conduct inventory reconciliations, physical counts, and operational reporting.


• Ensure proper account funding, documentation, approvals, and accounting entries related to releases and distributions.


• Coordinate with issuer corporations, shareholders, brokers, couriers, and other stakeholders to address inquiries and support service delivery.


• Ensure compliance with internal controls, regulatory requirements, and established operating procedures.


• Support special corporate agency projects, IPO-related activities, and other assignments as required.

Qualifications:

• Bachelor’s degree relevant to job


• At least 3 years work experience gained from Bank or other Financial Institution, knowledge in Transfer Agency business an advantage


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  Willing to travel as required for business needs
  
  


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  Must be amenable to onsite work and be assigned in Makati