Associate Trust Officer

Computershare Corporate Trust; Montreal; Hybrid; CAD 45,000 - 80,000; Full time

Job summary

An established industry player is seeking an Associate Corporate Trust Officer to join their dynamic team in Montreal. This role offers the opportunity to assist with the administration and client service of Corporate Trust mandates, ensuring compliance and efficient management of client accounts. Ideal candidates will have a college diploma, excellent bilingual communication skills, and a keen attention to detail. Join a forward-thinking company that values innovative ideas and offers a collaborative work environment, where your contributions can make a significant impact.

Qualifications

• 3-5 years of office experience in legal, securities, or financial sectors.
• Knowledge of Corporate Trust business is a plus.

Responsibilities

• Assist with administration and client service relationship of Corporate Trust business.
• Ensure compliance with covenants and manage billing issues efficiently.

Skills

Bilingual communication (French and English)

Attention to detail

Analytical skills

Proficiency in Microsoft Word

Proficiency in Microsoft Excel

Ability to work collaboratively

Education

College diploma in a related field

University degree or Canadian Securities Course

Job description

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In this position, you’ll be based in the Montréal office for a minimum of three days a week, with the flexibility to work from home for some of your working week. If you have a remote location recorded in Fusion, this arrangement will continue to be honored if you are successful in your application, provided that:

• You have a formal accommodation due to a disability, medical or legal reason that enables you to work remotely
• You’re a redeployment candidate who is under notice of redundancy
• You were moved to a remote contract as your office was closed

We give you a world of potential

A role you will love

The Associate Corporate Trust Officer assists the Corporate Trust Officer with the set-up, administration, and client service relationship of Corporate Trust business to ensure client compliance with covenants in all types of Corporate Trust mandates and offers additional support to the Corporate Trust management team. In particular, the Associate Trust Officer will:

• Set up new document files, including creating trust records and desk operating procedures, initiating billing, and ensuring accurate information is recorded on various systems.
• Provide technical and administrative support for various files, including escrows, paying agencies, warrants, subscription receipts, and P3 administration.
• Administer a portfolio of accounts thoroughly, professionally, and efficiently.
• Ensure accurate billing of fees.
• Research and respond to inquiries from investors, issuers, or other clients regarding client file administration, including document review in consultation with the Corporate Trust Officer.
• Monitor compliance with covenants and diarize requirements to ensure timely execution of duties, including notifications and record-keeping.
• Coordinate the delivery of notices, share certificates, escrow releases, warrant exercises, and debenture conversions, in compliance with internal and client/legal requirements.
• Assist in closings and document execution, attend closings, and ensure all required documentation is obtained.
• Handle billing issues, including receivables and billing corrections, and monitor accounts receivable in line with company policies.
• Draft correspondence and statements to clients, following up on required actions.
• Assist with mailings and meetings related to debtholders or warrant holders, following policies and regulations.
• Support team projects as requested by management.

What will you bring to the role?

We value innovative thinking and encourage our team to contribute ideas and take initiative. The ideal candidate will have:

• A college diploma in a related field
• A university degree, Canadian Securities Course, or other securities industry training (asset)
• Excellent bilingual communication skills (French and English)
• Proficiency in Microsoft Word and Excel
• Ability to work collaboratively and under pressure to meet deadlines
• Attention to detail
• 3-5 years of office experience, preferably in legal, securities, or financial sectors
• Knowledge of Corporate Trust business (asset)

This role suits results-oriented, quality-driven individuals with strong analytical skills and commercial acumen, capable of anticipating potential issues. If this describes you, we invite you to apply today!

Seniority level

• Associate

Employment type

• Full-time

Job function

• Finance