Corporate Trust Officer, TSX Trust (12 Months Contract)

TMX Investor Solutions Inc.; Montreal; On-site; CAD 70,000 - 90,000; Full time

Job summary

A financial services organization in Montreal seeks a Corporate Trust Officer to manage client accounts, negotiate trust agreements, and ensure compliance with legal obligations. The ideal candidate will have a university degree and several years of experience in the financial sector or as a practicing lawyer. Bilingual in English and French is a plus. Join us to contribute to meaningful financial solutions and enjoy a flexible work culture.

Benefits

Generous time-off and leaves

Flexible work culture

Employee wellness programs

Qualifications

• 4-6 years experience in the financial, corporate/commercial, or securities industry OR minimum 1-3 years experience as a practicing lawyer.
• Strong judgment and analytical capabilities are essential.
• Bilingual (English and French) is considered an asset.

Responsibilities

• Manage and direct the administration of client accounts.
• Negotiate trust agreement terms.
• Evaluate legal documentation for corporate financing.

Skills

Analytical skills

Excellent written communication

Excellent verbal communication

Organizational skills

Relationship building

Proactive and creative

Ability to work independently

Education

University Degree (law, business, commerce, or finance)

Tools

Contractual agreements

Legal documentation

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?

The Corporate Trust Officer manages and directs the administration of a portfolio of Corporate Trust client accounts. The Corporate Trust Officer is responsible for the review and negotiation of new appointment documents, ensuring that Equity is protected from risk and that the administrative duties are clearly set out and manageable. Will also work with the Client Management team in support of our Transfer Agent business.

Key Accountabilities :

Negotiate the terms of a variety of trust and non-trust agreements of varying complexity under which TSX Trust will assume both contractual and fiduciary obligations, assess the degree of associated risk and make recommendations on the acceptability of new business and fees to be charged.

Review and evaluate all legal documentation on corporate financing and on other transactions to ensure they are in forms that meet and can be coordinated to meet, standards adequate for the protection of TSX Trust.

Represent TSX Trust in leading a portfolio of accounts, including working with legal counsel and / or senior officers of client companies on a variety of matters including agreement interpretation issues, corporate defaults, fee schedules and their application, service quality questions, amendments of or special services under existing contracts and other matters.

Analyze and interpret agreements to set up internal operation of files and coordinate with appropriate business units to ensure fulfillment of contractual requirements. Ensure / monitor ongoing compliance of assigned files by TSX Trust and clients. Monitor and control all accounts receivable.

Prepare and execute correspondence to clients, their legal counsel or investors. Resolve fees, coordinate with Assistant Trust Officer to 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 their direct manager.

Maintain vital standards of knowledge and expertise in applicable areas of law, commerce, corporate finance, and securities markets as well as internal policies and procedures.

Find opportunities for and participate in developing new business and product offerings.

Must Have :

University Degree (law, business, commerce, or finance major).

4-6 years experience in the financial, corporate / commercial, or securities industry OR minimum 1 -3 years experience as a practicing lawyer.

Strong analytical skills and good judgment

Excellent written and verbal communication skills in English and French is considered an asset (contacts and collaboration with clients and colleagues English only)

Highly organized with strong attention to detail

Able to build and maintain positive relationships with a proven track record to understand client’s needs, be proactive and creative

Ability to work both independently and as part of a team.

Strong ability to balance competing priorities in a time-sensitive environment and stay poised and positive

Nice to have(s) :

Canadian Securities Course.

Operations experience with a financial institution Experience in structured finance and / or project finance

In the market for…

Excitement - Explore emerging technology and innovation, as well as ventures and digital finance that shape the future of global markets! Experience the movement of the market while grounded in the stability of close to 200 years of success.

Connection - With site hubs in some of the world’s most multicultural cities, we leverage our size and structure to create rich connections and belonging while experiencing powerful global impact through our work.

Impact - More than a platform, we use our talents to power mission-critical systems that drive global economic advancement, innovation, and growth. As well, our employee-led spreads social good via our giving strategy.

Wellness - From empathetic leadership to a culture of flexibility and balance, we believe wellness at work creates the maximum yield and a stronger “we”. Plus, with a cloud-first and hybrid workstyle, as well as generous time-off and leaves, we support a life well lived!

Growth - From a growth mindset in our work, to expansion in our business, TMX is home to action-takers energized by the achievement of ambitious growth.

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.

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Trust Officer • Montreal,de, av. des Canadiens,Montreal