Account Executive

Odyssey Trust Company; Calgary; On-site; CAD 70,000 - 100,000; Full time

Benefits offered by this job

Paid time off

Health and dental insurance

Life insurance

RRSP match

Job summary

Odyssey Trust Company in Calgary is seeking an Account Executive to oversee client service delivery and manage inquiries from clients and their shareholders. You will handle day-to-day client interactions, reporting, and Treasury/Dividends coordination, while ensuring data stays accurate in Odyssey systems.

The role requires a proactive, entrepreneurial mindset, strong communication, and a willingness to travel between client sites as needed.

Qualifications

• Prior experience in securities, brokerage, transfer agent or trust company.
• Excellent written and verbal communication skills.
• Strong organizational abilities with high accuracy and attention to detail.
• Comfortable working with numbers and basic calculations.

Responsibilities

• Manage day-to-day interactions with a portfolio of clients, including their counsel and advisors.
• Respond to client requests and inquiries; prepare reports and coordinate treasury orders.
• Ensure client information is current and well-organized in Odyssey systems.
• Assist clients in scheduling and preparing for shareholder meetings and related filings.
• Maintain up-to-date knowledge of client accounts and corporate actions; assist with transfers and estate processing.
• Billing for services; handle high-level client interactions with a focus on first point resolution.
• Support retention and growth by delivering exceptional service; assist with fee proposals and onboarding.
• Participate in prospect calls and provide demos on Odyssey’s programs; collaborate with Onboarding Team.

Skills

Securities knowledge

Communication skills

Organizational skills

Attention to detail

Numeric proficiency

Remote capable

Microsoft Office 365

Education

Post-secondary education preferred

Canadian Securities courses preferred

Tools

Microsoft Office 365

Job description

Account Executive

At Odyssey Trust Company, we do things differently. Our core mission is to provide peace of mind to our clients by making things simple, fast, and easy.

Odyssey is a tight-knit, solution-driven team. Our shared values, as defined by our own employees, guide us in reaching our individual and collective goals:

• We Show Up for Each Other: We are in this together! We collaborate and support each other to get results. Our employees are compensated with competitive salaries and a comprehensive benefits package.
• We Build: “Outside the box” is our playground. We’re not afraid to innovate and tackle tough problems – we’re here to disrupt the industry. Creativity and problem-solving is not reserved for the Executive team.
• We Get Stuff Done (GSD): We have a notable reputation for being exceptionally responsive. Coming up with a great idea is only part of the solution; We take great ideas and put them into action.
• We Do the Right Thing: We’re dependable, trustworthy, and proud of our professional standards.

Primary Responsibilities & Attitude

The Account Executive will play a key role on our Calgary team, overseeing all aspects of client service delivery and managing inquiries from clients and their shareholders. Our business is continually evolving, and you will help us shape its growth. We’re looking for someone who is known for their work ethic, taking initiative, and considers themselves to be entrepreneurial, innovative, and likes a challenge.

You will be responsible for:

• Managing all day-to-day interactions with a portfolio of clients, including their counsel and advisors.
• Responding to client requests and inquiries promptly, including but not limited to preparing reports, reviewing and coordinating with the Treasury Desk for the processing of treasury orders in a timely manner, maintaining capital control, receipting transfer requests, coordinating with the Dividends and DRIP teams for setting up dividend payments, coordinating SEDAR+ filings, and providing audit confirmations.
• Ensuring client information is current and well-organized in Odyssey systems.
• Assisting clients in scheduling and preparing for shareholder meetings including emailing search requests, coordinating SEDAR+ filings, filing CDS notices, coordinating the mailing of meeting materials, reviewing proxy tabulations, attending meetings, and preparing scrutineer’s reports.
• Maintaining up-to-date knowledge of each client account, including special share classes, outstanding corporate actions, current Trust services or Employee Plans (managed by other departments), and specific requirements for transfers, legend removals, lost certificates, and estate processing.
• Billing for all services provided, as applicable.
• As required, managing high‑level interactions with our clients’ shareholders with a focus on first point resolution.
• Maintaining a strong focus on retention and growth by delivering exceptional service.
• As required, assisting with the preparation of fee proposals and onboarding packages.
• Attending prospect calls as needed, with a focus on providing demos on Odyssey’s suite of programs.
• Collaborating with the Onboarding Team to ensure seamless client migrations, including account setup, maintaining accurate records, auditing shareholder data, sending welcome packages, and confirming all setup tasks are completed thoroughly.
• Participating in departmental and company‑wide meetings and critically assessing the current processes with a focus on finding efficient and innovative solutions.

Skills and Experience:

• Prior experience in securities, brokerage, transfer agent or trust company is required.
• Excellent written and verbal communication skills.
• Strong organizational abilities with a proven capacity to prioritize, multitask, and maintain a high level of accuracy and attention to detail—while working effectively both in-office and remotely.
• Comfortable working with numbers and performing basic calculations.
• Solution-based attitude, answering with “yes, we can do that for you” or “let me find a way to make this happen.”
• Attention to detail.
• Post-secondary education is preferred but not essential.
• Proficiency with Office 365 (Excel, Word, PowerPoint, Outlook), and other desktop applications.
• Completion of Canadian Securities or similar courses is preferred, but not essential.

What We Offer:

Paid Time Off: Vacation, Flex Days, Birthday Day off, Bonus Day off.

Benefits: Health and Dental, Life Insurance, Long Term Disability, AD&D, Employee Assistance Program, $500 Health Savings Account, RRSP Match.

We thank all candidates for their interest; however, only those selected for an interview will be contacted. By submitting your resume, you consent to the collection, use and necessary disclosure of the personal information provided during the application and selection process.

We welcome and encourage applications from people with disabilities.

Accommodations are available on request for candidates taking part in all aspects of the selection process.