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Finance Research Coordinator job in Cary at Greene Resources

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Finance Research Coordinator at Greene Resources

Finance Research Coordinator

Greene Resources Cary, NC Contractor
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Job Number: 45024

Finance Research Coordinator

Job Description:

Our client, an investor communications company, is seeking a Finance Research Coordinator to join their Broker Services team. The Finance Research Coordinator will support the procurement of meeting materials, proofing of documents, organization of billing information, and heavy data entry tasks. This is a hybrid, contract opportunity located in Cary, NC.


  • Procure shareholder meeting materials from corporate issuers

  • Support the distribution of proxy information and tabulations

  • Develop meeting notifications, meeting materials and compiling votes

  • Ascertain appropriate contact, tabulation and billing information as it pertains to each event

  • Create or verify events, set up agendas, billing information and review materials accurately

  • Complete all tasks and duties within the company's set guidelines and regulatory policies

  • Identify and escalate potential issues

  • Interact with peers, both internal and external, and function as part of a team

Education Requirements:

  • A college degree preferred

  • Minimum of a high school diploma

Desired Background/Skills:

  • Ability to multi-task and work independently

  • Exceptional organizational skills and keen attention to detail

  • Work well under pressure of deadlines

  • Strong reasoning and problem solving abilities

  • Capacity to think forward and deduce how ones actions can improve processes

  • Ability to work and adjust output according to seasonal fluctuations of workload

  • Ability to work flexible hours and extended schedules during seasonal fluctuations


  • 2 years of experience, financial industry preferred

  • Strong research skills

  • Excellent proofreading skills

  • Experienced with Microsoft Excel and Word

Other Information:

    Greene Resources is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

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Job Snapshot

Employee Type



Cary, NC

Job Type

Admin - Clerical, Entry Level, Finance


Not Specified

Date Posted

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