What are the responsibilities and job description for the Tabulations Associate position at BetaNXT?
Level/Function: Lead Support, Operations
Title: Tabulations Associate
About BetaNXT
BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience.
BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle.
Tabulations Associate Overview
The primary purpose of the Tabulations Team is to ensure the accurate collection, processing, and reporting of shareholder votes for corporate and fund events. Partner with brokers, clearing entities, and internal groups to verify vote data, reconcile totals, troubleshoot issues, and maintain the integrity of shareholder meetings in a fast paced environment. These actions are all performed within our established procedural and regulatory guidelines. 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 Tabulations Associate
Title: Tabulations Associate
About BetaNXT
BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience.
BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle.
Tabulations Associate Overview
The primary purpose of the Tabulations Team is to ensure the accurate collection, processing, and reporting of shareholder votes for corporate and fund events. Partner with brokers, clearing entities, and internal groups to verify vote data, reconcile totals, troubleshoot issues, and maintain the integrity of shareholder meetings in a fast paced environment. These actions are all performed within our established procedural and regulatory guidelines. 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 Tabulations Associate
- Collect vote instructions from incoming files/electronic feeds; validate vote details (e.g., account info, share amounts) and enter data into the system.
- Flag and investigate discrepancies (e.g., missing records, invalid positions).
- Handle physical mail in votes during peak season (open, timestamp, and enter electronically) to ensure all votes are accurately recorded.
- Reconcile total votes with share balances to ensure completeness and accuracy; assist in finalizing tallies for solicitors, corporate issuers, or mutual funds.
- Generate reports summarizing voting results for internal stakeholders and clients.
- Perform QA checks on manually applied votes to prevent over votes or duplication; maintain clear audit trails of corrections/re votes and support audit requests.
- Collaborate with internal teams (e.g., Product/IT, Relationship Management) to resolve data or system issues; answer routine questions from team members and assist with troubleshooting (re sent files, clarifying instructions).
- Maintain accurate vote records in compliance with industry regulations; follow proxy voting best practices for data privacy/confidentiality.
- Proactively suggest improvements that enhance efficiency, automation, and data integrity.
- Other duties as assigned
- 3 years of experience in the Financial Services Industry
- Proficiency in Microsoft Office Suite; intermediate Excel skills required, experience with Teams is a plus
- Familiarity with SWIFT messaging services is preferred
- Basic knowledge of SQL is preferred
- Ability to manage multiple projects under tight deadlines
- Proven critical thinking and problem-solving abilities
- Exceptional attention to detail
- High degree of flexibility and adaptability
- Skilled in organizing and prioritizing workload
- Effective communication with internal and external stakeholders
- Excellent visual inspection and research skills
- Ability to adapt quickly to changing business needs