Account Associate II

📌 Core Information

🔹 Job Title: Account Associate II

🔹 Company: Computershare

🔹 Location: Columbia, MD (Hybrid)

🔹 Job Type: Full time

🔹 Category: Financial Services

🔹 Date Posted: 2025-05-13

🔹 Experience Level: 2-5 years

🔹 Remote Status: Hybrid (3 days in-office)

🚀 Job Overview

Key aspects of this role include:

• Supporting the CCT Regulatory Services team in managing SEC reporting processes
• Ensuring compliance with regulatory requirements
• Communicating with issuers and servicers
• Assisting with special projects and ad-hoc requests
• Working in a hybrid environment with a focus on customer relationships and meeting deadlines

ASSUMPTION: This role requires strong organizational skills and the ability to multitask and prioritize workloads effectively.

📋 Key Responsibilities

✅ Completing assigned tasks for monthly, event-based, and annual SEC reporting processes

✅ Managing Issuer shelves, communicating with issuers and their counsel, and submitting filings to the Securities and Exchange Commission

✅ Completing regulatory reporting functions for monthly and quarterly reporting processes

✅ Reviewing ABS, CDC, CMAS, and RMAS governing documents for Reg AB requirements and ensuring accurate setup in the system of record

✅ Reviewing annual compliance packages and communicating with residential and commercial servicers to ensure all compliance requirements have been met

✅ Assisting with special projects and ad-hoc requests for various processes handled by the team

ASSUMPTION: The role may involve working on moderately complex accounts and meeting critical deadlines.

🎯 Required Qualifications

Education: Bachelor's degree in a related field (e.g., Finance, Business, or a related discipline) or equivalent experience

Experience: Minimum of 3 years of experience in trust, customer service, regulatory reporting, or financial services

Required Skills:

• Strong analytical skills with high attention to detail and accuracy
• Problem-solving and resolution skills
• Communication, collaboration, and teamwork skills
• Effective organizational, multi-tasking, and prioritization skills
• Intermediate Microsoft Office Skills (Excel, Word, Outlook, Access)

Preferred Skills:

• Experience with regulatory reporting software or systems
• Knowledge of SEC regulations and filings

ASSUMPTION: Familiarity with regulatory reporting processes and relevant software would be beneficial for success in this role.

💰 Compensation & Benefits

Salary Range: $43,629 - $56,000 per year (national average, may vary by location)

Benefits:

• Paid parental leave
• Flexible working
• Health and wellbeing rewards
• 401k matching
• Income protection

Working Hours: Full-time (40 hours per week) with a hybrid work arrangement (3 days in-office)

ASSUMPTION: The salary range provided is a national average and may not be applicable to all locations. The role offers a comprehensive benefits package, including health and wellbeing rewards, 401k matching, and income protection.

📌 Applicant Insights

🔍 Company Context

Industry: Computershare is a global leader in transfer agency, corporate trust, and share registration services, operating in over 21 countries worldwide.

Company Size: Computershare has over 10,000 employees globally, providing a large and diverse work environment.

Founded: 1978, in Australia

Company Description:

• Computershare offers a range of services, including share registry, proxy solicitation, entity management, board portal software, corporate actions, and corporate trust services.
• The company specializes in providing services to public and private companies, mutual funds, and other investment vehicles.
• Computershare is committed to delivering certainty, ingenuity, and advantage to its clients through a focus on service excellence and an entrepreneurial spirit.

Company Specialties:

• Share Registry
• Proxy Solicitation
• Entity Management
• Board Portal Software
• Corporate Actions
• Corporate Trust
• SEC Filings
• Deposit Protection
• Childcare Vouchers
• Bankruptcy Administration
• Tax Voucher Solutions
• Employee Share Plans
• Communications Services

Company Website: www.computershare.com

ASSUMPTION: Computershare's extensive global presence and diverse service offerings provide ample opportunities for career growth and development.

📊 Role Analysis

Career Level: Mid-level, with opportunities for growth and advancement within the company and across its global offices.

Reporting Structure: The Account Associate II role reports directly to the CCT Regulatory Services team lead.

Work Arrangement: Hybrid, with a minimum of three days in the Columbia, MD office.

Growth Opportunities:

• Progression to senior roles within the CCT Regulatory Services team or other departments within Computershare
• Expansion of responsibilities and skillset through special projects and ad-hoc requests
• Potential relocation to other Computershare offices worldwide

ASSUMPTION: The hybrid work arrangement and global presence of Computershare offer flexible growth opportunities for the right candidate.

🌍 Location & Work Environment

Office Type: Hybrid, with a minimum of three days in the Columbia, MD office

Office Location(s): 115 Grenfell St, Adelaide, South Australia 5000, AU; 159 Hurstmere Road, Auckland, AUK 0622, NZ; Tower W1, Oriental Plaza, 1 East Chang An Ave, Dong Cheng District, Suite 907-909, Beijing, CN; The Pavilions, Bristol, England BS4 5DR, GB; 8 Avenue SW Calgary, Calgary, T2P 2Z2, CA; 150 Royall St, Canton, Massachusetts 02021, US; 1325 Remington Blvd, Bolingbrook, Illinois 60490, US; 33 N La Salle St, Chicago, Illinois 60602, US; 211 Quality Circle, College Station, Texas 77845, US; Lottenborgvej 26 D, 1. sal, 2800 Kgs. Lyngby, Copenhagen, DK; 3100 Lake Drive, Citywest Business Campus, Dublin, D24 AK82, IE; 118 Fernwood Ave, Edison, New Jersey 08837, US; Tower 2, MegaBox, Enterprise Square 5, 38 Wang Chiu Road, Kowloon Bay, Kowloon, 36/F, Hong Kong, HK; 183 Queens Road East, Wan Chai, Hong Kong, HK; Rosebank Towers, 15 Biermann Avenue, Rosebank Gauteng, Johannesburg, ZA; 480 Washington Blvd, Jersey City, New Jersey 07310, US; c/Orense 34. Edificio Norte, 8ª planta, Madrid, 28020, ES; 17 Duporth Avenue Carpark, Maroochydore, Queensland 4558, AU; 21 Wirraway Dr, Port Melbourne, Victoria 3207, AU; 452 Johnston St, Abbotsford, Victoria 3067, AU; L. Mascheroni, 19 - 20145, Milan, IT; M:TEK Building, Armagh Rd, Co. Monaghan, Monaghan, IE; 1500 Robert-Bourassa Boulevard, 7th Floor, Montreal, QC, Montreal, H3A 3S8, CA; Baslerstrasse 90, Olten, Solothurn 4600, CH; 1290 Avenue of the Americas, 9th Floor, New York, NY 10104, US; 172 St Georges Ter, Level 11, Perth, Western Australia 6000, AU; Siemensstraße 6, Ratingen, North Rhine-Westphalia 40885, DE; Monte Giberto, 33 - 00138 Rome, Rome, IT; Blaak 34, Rotterdam, South Holland 3011 TA, NL; 100 Beard Sawmill Rd, Shelton, Connecticut 06484, US; 13 Castle Street, St Helier, JE1 1ES, JE; 60 Carrington Street, NSW, Level 3, Sydney, 2000, AU; 6 Hope St, Ermington, New South Wales 2115, AU; 88a E Beaver Creek Rd, Richmond Hill, Ontario L4B 4A8, CA; 100 University Ave, 8th Floor, Toronto, Ontario M5J 2Y1, CA; Nizza, 262/73 - 10126, Lingotto, Turin, IT; Jakob-Oswald Straße 28, Ursensollen, Bavaria 92289, DE; 510 Burrard St, Vancouver, British Columbia V6C 3B9, CA; Colmarer Straße 5, Frankfurt, Hesse 60528, DE; Tempowerkring 7, Hamburg, HH 21079, DE; Strandvägen 7A, 102 56, Stockholm, SE; Moor House, 120 London Wall, London, EC2Y 5ET, GB; 4 North Saint Andrew Street, Edinburgh, Scotland EH2 1HJ, GB; World Trade Center, Edificio Sur - 2ª Planta, Muelle de Barcelona, Barcelona, ES; 480 S 4th St, Louisville, Kentucky 40202, US; Pioneer House, Ulster Science & Technology Park, Branch Road, Londonderry, Building 3, Londonderry, BT48 0SP, IE; Elsenheimerstraße 61, Munich, Bavaria 80687, DE; Colmarer Str. 5, 60528 Frankfurt, Frankfurt, DE; Jakob-Oswald-Str. 28, 92289 Ursensollen, Ursenollen, DE; Via Lorenzo Mascheroni, 19, Milan, Lombardy 20145, IT; Nizza, 262/73 - 10126, Torino, IT; Monte Giberto, 33 - 00138, Rome, IT; Wheelock Square, No. 1717 Nanjing West Road, Jingan District, Unit 1B, 8F, Shanghai, CN; 8 Avenue SW Calgary (Alberta), 800 – 324, Calgary, T2P 2Z2, CA; 510 Burrard St, Vancouver (Colombie-Britannique), 3rd Floor, Vancouver, V6C 3B9, CA; 1500 Boulevard Robert-Bourassa, Montreal, Quebec H3A 3S8, CA; 88a E Beaver Creek Rd, Richmond Hill, Ontario L4B 4A8, CA; 100 University Ave, 8th Floor, Toronto, Ontario M5J 2Y1, CA; 1 McInnis Pkwy, Suite 250, San Rafael, California 94903, US; Hansastraße 15b, Munich, Bavaria 80686, DE; Elsenheimerstr. 61, 80687 München, Munich, DE; Gateway House, Gargrave Road, Skipton, North Yorkshire, Skipton, BD23 1UD, GB; 1 Grayling Court, North of England House, Doxford International Business Park, England SR3 3GX, GB; 200 Mary St, Level 1, Brisbane City, Queensland 4000, AU; 801 US Highway 1, North Palm Beach, Florida 33408, US; 9062 Old Annapolis Rd, Columbia, Maryland 21045, US; 919 N Market St, Wilmington, Delaware 19801, US; Ul. Przeskok 2, 00-032 Warszawa, Warsaw, PL; Vulkanstrasse 106, 8048, Zurich, CH; Westhafenplatz 1, Frankfurt, Hesse 60327, DE; Martin Linges vei 25, Fornebu, Oslo, 1364, NO; 801 US Highway 1, North Palm Beach, Florida 33408, US; 275 Commerce Dr, Fort Washington, Pennsylvania 19034, US; 12200 Northwest Fwy, Houston, Texas 77092, US; 1015 10th Ave SE, Minneapolis, Minnesota 55414, US; 751 Kasota Ave SE, Minneapolis, Minnesota 55414, US; 1505 Energy Park Dr, St Paul, Minnesota 55108, US; Silver Fir Building Block L-6, 4th Floor, Manyata Embassy Business Park, Nagavara, Bengaluru 560045, Karnatak, 4th Floor Block L-6, Bengaluru, IN; Divyasree Trinity, Phase 4, Hitech City Layout, Wing A&B, Serilingampally Mandal, RR District Madhapur, Hyderabad 500081, Building No. 4, 4th Floor, Plot No. 5 & 6,, Hyderabad, IN

Geographic Context:

• Columbia, MD is located in the Baltimore-Washington metropolitan area, offering a mix of urban and suburban living options.
• The region is known for its rich history, cultural attractions, and outdoor recreation opportunities.
• Commuting to the Columbia office from nearby cities like Baltimore and Washington, D.C. is convenient, with access to major highways and public transportation options.

Work Schedule: Full-time (40 hours per week) with a hybrid work arrangement (3 days in-office)

ASSUMPTION: The hybrid work arrangement offers flexibility for employees, allowing them to balance their work and personal lives more effectively.

💼 Interview & Application Insights

Typical Process:

• Online application submission
• Phone or video screening
• In-person or virtual interview with the hiring manager
• Final round interview with additional team members
• Background check and offer extension

Key Assessment Areas:

• Analytical skills and problem-solving abilities
• Communication and collaboration skills
• Organizational skills and attention to detail
• Familiarity with regulatory reporting processes and relevant software
• Cultural fit and alignment with Computershare's values

Application Tips:

• Tailor your resume and cover letter to highlight relevant skills and experiences for this role
• Demonstrate your understanding of regulatory reporting processes and relevant software in your application materials
• Prepare for behavioral interview questions that focus on problem-solving, communication, and collaboration skills
• Research Computershare's company culture and values to ensure a strong cultural fit
• Be prepared to discuss your ability to work effectively in a hybrid work environment

ATS Keywords: Regulatory Reporting, SEC Filings, Compliance, Customer Relationships, Analytical Skills, Problem-Solving, Communication, Collaboration, Organizational Skills, Microsoft Office

ASSUMPTION: Tailoring your application materials to the specific requirements and keywords of this role will significantly improve your chances of success.

🛠️ Tools & Technologies

• Microsoft Office Suite (Excel, Word, Outlook, Access)
• Regulatory reporting software (e.g., Computershare's proprietary systems or industry-standard tools)
• SEC filing platforms (e.g., EDGAR, XBRL)

ASSUMPTION: Familiarity with relevant software and tools is essential for success in this role, and candidates should be prepared to learn and adapt to new technologies as needed.

👔 Cultural Fit Considerations

Company Values:

• Certainty: Delivering reliable, accurate, and timely services to clients
• Ingenuity: Innovating and finding creative solutions to client challenges
• Advantage: Providing clients with a competitive edge through our services

Work Style:

• Collaborative: Working closely with team members and stakeholders to achieve common goals
• Entrepreneurial: Taking initiative and driving results in a dynamic and evolving work environment
• Customer-focused: Prioritizing client needs and exceeding expectations

Self-Assessment Questions:

• How do you ensure accurate and timely delivery of services in a fast-paced environment?
• Can you provide an example of a time when you had to collaborate with a diverse team to achieve a common goal?
• How do you approach learning and adapting to new technologies and processes?

ASSUMPTION: Candidates should be able to demonstrate a strong alignment with Computershare's values and work style preferences to ensure a successful cultural fit.

⚠️ Potential Challenges

• Managing multiple tasks and deadlines in a fast-paced environment
• Adapting to changes in regulatory requirements and processes
• Working effectively in a hybrid work arrangement, balancing remote and in-office responsibilities
• Communicating with issuers and servicers in a clear and concise manner

ASSUMPTION: The role may present challenges related to time management, adaptability, and communication, requiring strong organizational skills and attention to detail.

📈 Similar Roles Comparison

• Unlike other regulatory reporting roles, this position focuses on managing SEC reporting processes and ensuring compliance with regulatory requirements
• Computershare's global presence and diverse service offerings provide unique opportunities for career growth and development
• This role may require more frequent communication with issuers and servicers compared to other regulatory reporting positions

ASSUMPTION: The unique aspects of this role and Computershare's company culture make it a distinctive opportunity within the financial services industry.

📝 Sample Projects

• Managing a complex SEC filing project, requiring coordination with multiple stakeholders and adherence to strict deadlines
• Developing and implementing an internal process improvement to streamline regulatory reporting functions
• Assisting with a special project focused on enhancing the client experience for a specific service offering

ASSUMPTION: The responsibilities and projects associated with this role may vary depending on the specific needs of the CCT Regulatory Services team and Computershare's client base.

❓ Key Questions to Ask During Interview

• What are the most challenging aspects of this role, and how can I best prepare to succeed in them?
• How does this role fit into the broader organizational structure, and what opportunities are there for growth and advancement?
• What are the most important qualities and skills for success in this role, and how can I demonstrate them throughout the interview process?
• How does Computershare support the professional development and growth of its employees?
• What are the key priorities for the CCT Regulatory Services team in the first 90 days, and how can I contribute to their success?

ASSUMPTION: Asking thoughtful and insightful questions during the interview process demonstrates your interest in the role and commitment to success.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link
• Tailor your resume and cover letter to highlight relevant skills and experiences for this role
• Prepare for behavioral interview questions that focus on problem-solving, communication, and collaboration skills
• Research Computershare's company culture and values to ensure a strong cultural fit
• Be prepared to discuss your ability to work effectively in a hybrid work environment
• Follow up with the hiring manager one week after submitting your application to inquire about the status of your application

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.