Associate, Client Services

Odyssey Trust Company; Calgary; Sur place; CAD 52 000 - 76 000; Plein temps

Avantages offerts par ce poste

Paid Time Off

Comprehensive Benefits Package

Résumé du poste

Odyssey Trust Company in Calgary seeks an Associate, Client Services to support the client services team and manage service requirements and inquiries from clients and shareholders.

You will help shape growth, demonstrate initiative, and collaborate with directors and colleagues in a fast-paced, entrepreneurial environment. A strong work ethic and attention to detail are essential for success.

Qualifications

• Experience in securities transfer agents or brokerages is an asset.
• Strong written and verbal communication, organization, and prioritization.
• Solutions-based mindset; proactive and entrepreneurial.
• Attention to detail and teamwork in a fast-paced environment.
• Completion of Canadian Securities and similar courses preferred.

Responsabilités

• Build relationships with directors and clients; remain accessible to address needs.
• Manage day-to-day interactions with a portfolio of clients, counsel, and advisors.
• Coordinate shareholder communications and process reports and inquiries.
• Support onboarding and transition processes to ensure seamless client experience.
• Assist in scheduling shareholder meetings, including mailings and scrutineer reports.

Connaissances

Securities knowledge

Communication skills

Organizational skills

Time management

Attention to detail

Office 365 proficiency

Shareholder coordination

Formation

Canadian securities courses

Outils

TranStar

LinkStar

Excel

PowerPoint

Description du poste

Associate, Client Services

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 Associate, Client Services will be an integral part of our Calgary team. On a day-to-day basis you will be assisting the Client Services team, with managing all aspects of our clients’ service requirements and handling incoming 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.

Key Accountabilities

The Associate will build strong relationships with our directors and our clients. You are someone they can count on to be available when they need you, find solutions to their challenges and pay strong attention to detail. You are responsible for:

• Communicate and coordinate service and operational activities within Odyssey’s various offices
• Manage day-to-day interactions with a portfolio of clients, including their counsel and advisors
• Manage and co-ordinate certain interactions with our clients’ shareholders with a focus on efficient service
• Maintain a strong focus on retention and growth by delivering exceptional service
• Onboard clients, with a focus on making the transition process seamless for our clients
• Assist Directors, Senior Director, and other Client Services team members in scheduling and preparing for shareholder meetings including mailings, proxy tabulation, attending and preparing scrutineer’s reports
• Manage and co-ordinate client requests and general inquiries, including preparation of reports, treasury orders, transfers, dividend payouts, etc.

Skills and Experience

• Prior experience in securities at a transfer agent or at a brokerage will be an asset
• Excellent written and oral communication skills, strong organizational and time management abilities, and a proven ability to prioritize competing demands
• Solutions-based attitude, answering inquiries with “let me find a way to make this happen”
• Attention to detail and takes pride in work
• Enjoys working with a close-knit team in a fast-paced environment
• Considers themselves technically sound and diligent
• Completion of Canadian Securities and similar courses is preferred, but not essential
• Strong proficiency with Office 365 (Excel, Word, PowerPoint), and other desktop applications
• Knowledge of TranStar and LinkStar will be an asset

What We Offer

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

Benefits: Extended Health, Dental, Life Insurance, ADD, Critical Illness, Long Term Disability, Employee Assistance Program, $500 Health Care Spending/Lifestyle Spending Account, RRSP/TFSA 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.