Corporate Trust Officer (12 month contract)

TMX Group; Toronto; Hybrid; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Corporate Trust Officer to join their dynamic team. This role involves managing a diverse portfolio of client accounts, negotiating trust agreements, and ensuring compliance with regulatory requirements. The successful candidate will leverage strong analytical skills and attention to detail to foster positive relationships with clients and their legal counsel. This innovative firm values collaboration and offers a hybrid work environment, providing flexibility and support for professional growth. If you're ready to make an impact and thrive in a collegial atmosphere, this opportunity is for you.

Qualifications

• 1-3 years as practicing lawyer or 4-6 years in finance or securities.
• Strong analytical skills and ability to manage client relationships.

Responsibilities

• Negotiate trust agreements and manage client portfolios effectively.
• Provide outstanding customer service and ensure compliance with regulations.

Skills

Analytical Skills

Attention to Detail

Relationship Management

Organizational Skills

Problem-Solving

Education

University Degree in Law, Business, Commerce, or Finance

Job description

Venture outside the ordinary - TMX Careers

The TMX group of companies includes leading global exchanges such as the Toronto Stock Exchange, Montreal Exchange, and numerous innovative organizations enhancing capital markets. United as a global team, we’re connecting cross-functionally, traversing industries and geographies, moving opportunity into action, advancing global economic growth, and propelling progress. Through a rich exchange of ideas, meaningful collaboration, and a nimble operating model, we're powering some of the nation's most critical systems, fueling capital formation and innovation, bringing increased opportunity to business visionaries, product ingenuity to consumers, and career exploration to our team.

Ready to be part of the action?

Reporting to the Senior Manager, Corporate Trust, the Corporate Trust Officer manages and administers a large portfolio of client accounts and negotiates new trusteeship and customized agency accounts to meet our clients’ needs and goals while ensuring TSX Trust’s interests are protected. The successful candidate will contribute to the successful growth of our business and be responsible to both manage and develop positive relationships with existing and potential clients and their counsel.

Key Accountabilities:

• Negotiate the terms of trust and non-trust agreements of varying complexity under which TSX Trust will assume both contractual and fiduciary obligations, assess degree of responsibility and risk for TSX Trust and the viability of the transaction from an operational standpoint
• Provide input and make recommendations on acceptability of new business including the preparation and negotiation of fees to be charged
• Represent TSX Trust in managing a portfolio of client accounts
• Manage client profitability and strive to grow revenue through new and retentive business development while managing client risk
• Collaborate with legal counsel and/or senior officers of client companies on a variety of matters including agreement interpretation issues, amendments, supplementals, and corporate defaults
• Analyze, and interpret various trust and agency agreements to set up internal operation of file and coordinate with appropriate business units to ensure fulfilment of contractual requirements
• Monitor ongoing compliance covenants with assigned files by TSX Trust and clients
• Prepare and execute correspondence to clients, their legal counsel or investors. Determine, bill and report all fees for special and ancillary services
• Provide outstanding customer service to corporate clients, their legal counsel and investors
• Identify and escalate matters with appropriate analysis and recommendations to your Senior Manager and the VP, Corporate Trust
• Partner and assist the Assistant Trust Officer with preparing records of trust, diary tasks, and other internal procedures
• Maintain necessary standards of knowledge and expertise in applicable areas of law, commerce, regulatory requirements, corporate finance and securities markets as well as internal policies and procedures

Must haves:

• University Degree (law, business, commerce, or finance major)
• Minimum 1 -3 years’ experience as practicing lawyer or 4-6 years’ experience in financial, corporate/commercial or securities industry
• Strong analytical skills and sound judgement
• Highly organized with a strong attention to detail
• Able to develop and maintain strong relationships with the proven ability to understand clients’ needs, be proactive and creative
• Ability to work both independently and in a team environment
• Exhibited skill in planning and monitoring workload and achieving set goals with tight turnarounds
• Strong ability to balance competing priorities in a time sensitive environment and stay poised and positive

Nice to have(s):

• Canadian Securities Course
• Experience in structured finance and/or project finance

Note: The role is hybrid 2-3 days in the downtown Toronto office

Ready to enrich your career with impactful work, leaders who truly care, and the flexibility and programs to help you thrive as part of #TeamTMX? Apply now.

TMX is committed to creating and sustaining a collegial work environment in which all individuals are treated with dignity and respect and one which reflects the diversity of the community in which we operate. We provide accommodations for applicants and employees who require it.