Administrator, Estates and Complex Transfers

TMX Group; Montreal; On-site; CAD 40,000 - 80,000; Full time

Job summary

Join a forward-thinking company as an Administrator in Estates and Complex Transfers, where you will play a crucial role in ensuring timely processing of transfer requests. This dynamic position involves collaboration with various departments, prioritizing tasks, and maintaining compliance with regulatory standards. As part of a diverse team, you will contribute to impactful projects that drive innovation in capital markets. With a strong focus on wellness and growth, this role offers a supportive environment where your contributions will be valued. If you're ready to take your career to the next level, this opportunity is for you!

Benefits

Generous time-off policies

Flexible work arrangements

Employee wellness programs

Professional development opportunities

Qualifications

• 1 to 3 years of office experience preferred.
• Strong proficiency in Microsoft Office and Google Suite.

Responsibilities

• Log and process incoming and outgoing correspondence efficiently.
• Ensure compliance with policies and regulatory requirements.
• Develop knowledge of services offered to security holders.

Skills

Microsoft Office

Google Suite

Bilingual (English/French)

Communication Skills

Organizational Skills

Client Focus

Adaptability

Problem Solving

Interpersonal Skills

Independent Worker

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?

As part of TMX Group, TSX Trust is the largest Canadian-owned Transfer Agent and provider of Corporate Trust services. Whether issuers need help with Corporate Actions, Investor Service, or planning Investor Meetings, our services are tailored to make their transactions a success. The Operations Department is responsible for record maintenance and affecting transfers, issuance of shares and reconciliation of capital.

The role of the Administrator, Estates and Complex Transfers is key to ensuring transfer requests are logged and distributed in a timely and efficient manner so that workflow and turnaround time requirements are met. The administrator collaborates with the other functions with the Operations department, while balancing volumes and priorities.

This role is 5 days/week at the office

Key Accountabilities:

• Identify, log and process incoming and outgoing correspondence.

• Responsible for preparing and logging incoming transfer instructions in the system for efficient processing.

• Prioritise processing of items with regulatory requirements to ensure compliance

• Respond promptly to daily inquiries from internal clients, ensuring timely and accurate assistance.

• Develop a thorough knowledge and understanding of the services offered by clients to their security holders and keep up-to-date on circumstances which affect the security holders especially security transfer requirements.

• Maintain and provide monthly statistics for fee and performance reporting purposes.

• Ensure compliance with policies, procedures and regulatory requirements.

• Keep operational procedures and guidelines up-to-date and enrich them whenever needed

• Help further strengthen the risk framework by acting as first line of defense and implementing relevant controls

• Help streamline the process flows and develop initiatives to increase the added value for the clients, their shareholders and the company

• Other duties and responsibilities as assigned.

Must Have(s) :

• 1 to 3 years working experience in an office environment, an asset

• Proficient in Microsoft Office and Google suite applications

• Bilingual English/French, an asset (contacts and collaboration with clients and colleagues English only)

• Communication: excellent written, verbal and listening skills

• Organization & Detail Oriented: strong organizational skills and attention to detail.

• Ability to organize and prioritize tasks and effectively communicate with peers and all levels of the company

• Client Focus: develops and maintains strong relationships with internal and external clients. proven ability to understand clients’ needs and develop the appropriate solutions

• Confidentiality: show discretion and ability to handle confidential issues

• Adaptability: flexibility to work on a wide range of tasks and ability to prioritise

• Decision & Problem Solving: strong decision making and problem solving skills

• Interpersonal skills / Teamwork:diplomatic manner and disposition when interacting and working with others: clients, co-workers and management.

• Independent worker: high level of self-motivation and at ease working independently when necessary, must have a flexible schedule to work overtime as required

Nice Have:

• Working experience in Transfer Agency, an asset

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 Team Impact 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.

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.