Associate Trust Officer

Computershare Corporate Trust; Montreal; On-site; CAD 55,000 - 75,000; Full time

Job summary

A leading company in the financial sector is seeking an Associate Corporate Trust Officer. This role involves assisting with the setup and administration of Corporate Trust mandates, ensuring compliance, and providing excellent client service. Candidates should possess strong bilingual communication skills, a college diploma, and relevant office experience. The position offers a hybrid working model, allowing flexibility in the workplace.

Qualifications

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

Responsibilities

• Assist in setup, administration, and client service relationships of Corporate Trust business.
• Monitor compliance with covenants and ensure timely execution of duties.

Skills

Bilingual Communication

Detail-oriented

Teamwork

Education

College diploma in a related field

University degree

Tools

Microsoft Word

Microsoft Excel

Job description

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 setup, administration, and client service relationships 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, writing desk operating procedures, initiating billing, and ensuring accurate information is recorded on various systems.
• Provide technical and administrative support for files such as 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, and other clients regarding client file administration, including document review in consultation with the Corporate Trust Officer.
• Monitor compliance with covenants and 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 legal requirements.
• Assist with closings and document execution, attend closings, and ensure all required documentation is obtained.
• Monitor billing issues, aged receivables, corrections, and research items, assisting with accounts receivable management.
• Draft correspondence and statements to clients and follow up on actions required.
• Support mailings and meetings with debtholders or warrant holders per policies and regulations.
• Assist with team projects as requested.

What will you bring to the role?

We value new ideas and support our team to drive change. We seek candidates with these skills:

• College diploma in a related field
• University degree, Canadian Securities Course, or other securities training (asset)
• Excellent bilingual communication skills (French and English)
• Knowledge of Microsoft Word and Excel
• Ability to work in a team, under pressure, and meet deadlines
• Detail-oriented
• 3-5 years of office experience, preferably in legal, securities, or financial sectors
• Knowledge of Corporate Trust business (asset)

This role is ideal for experienced, results-oriented, and quality-driven individuals who are commercially savvy with strong analytical skills. If you find this opportunity exciting, apply today!