Director, Corporate Actions

Odyssey Transfer and Trust Company; Eagan (MN); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Competitive salary

Comprehensive benefits

Paid time off

Life and AD&D coverage

Long-term disability

401(k) match

Job summary

Odyssey Transfer and Trust Company is seeking a Director to lead the Corporate Actions team in our Eagan, Minnesota office. You will drive workflow, ensure accuracy, and coordinate with clients and counsel to meet strict deadlines.

Ideal candidates have strong communication, organizational skills, and a solutions-driven mindset. The role offers a competitive salary, comprehensive benefits, and opportunities to shape risk and controls within a collaborative culture.

Qualifications

• Exceptional communication skills (written and oral).
• Strong organizational skills and ability to prioritize and multi-task.
• Solutions-based attitude with can-do approach.
• Attention to detail and pride in work.
• Enjoys working in a small, close-knit team in a fast-paced environment.
• Technically sound and diligent.
• Proficiency with Office 365 (Excel, Word, PowerPoint) and other desktop applications.

Responsibilities

• Manage the everyday workflow of the Corporate Actions division.
• Assess volumes and determine staffing needs.
• Ensure adherence to checklists and procedures.
• Review and comment on obligations under legal agreements.
• Organize documents for transaction closings and coordinate with operations.
• Maintain records across appointments.
• Draft corporate actions memos.
• Assist with month-end corporate actions billing.
• Communicate with clients and counsel as required.
• Ensure KYC/AML procedures and onboarding documents are compliant.
• Foster compliance culture and provide training on processes.

Skills

Communication skills

Organizational skills

Multi-tasking

Problem solving

Attention to detail

Team player

Technical diligence

Client interaction

Tools

Office 365

Job description

At Odyssey Transfer and Trust Company, we do things differently. Our core mission is to provide peace of mind to our clients by making things simple, fast, and easy.

Odyssey is a tight-knit, solution-driven team. Our shared values, as defined by our own employees, guide us in reaching our individual and collective goals:

• We Show Up for Each Other : We are in this together! We collaborate and support each other to get results. Our employees are compensated with competitive salaries and a comprehensive benefits package.
• We Build : "Outside the Box" is our playground. We're not afraid to innovate and tackle tough problems - we're here to disrupt the industry. Creativity and problem-solving is not reserved for the Executive team.
• We Get Stuff Done (GSD) : We have a notable reputation for being exceptionally responsive. Coming up with a great idea is only part of the solution; We take great ideas and put them into action.
• We Do the Right Thing : We're dependable, trustworthy, and proud of our professional standards.

Primary Responsibilities & Attitude

The Director will be an integral part of the Corporate Actions team based out of our Eagan, Minnesota office. This role will prove very rewarding for someone with high attention to detail and excellent initiative to solve problems while meeting the challenges of tight deadlines.

You are responsible for:

• Manage the everyday workflow of the Corporate Actions division
• Assess volumes and determine additional staffing assistance when needed
• Ensure adherence to checklists
• Review and comment on our obligations under various legal agreements
• Organize required documents for transaction closings and liaison with our operations team to set-up processing
• Maintain records under our various appointments
• Draft corporate actions memos
• Assist with month-end corporate actions billing
• Communicate with our clients and counsel, as required
• Verifies all aspects of client identification procedure and necessary onboarding documents are provided and in accordance with Know your Customer (KYC), AML/ATF policies guidance.
• Responsible for fostering a culture of compliance with policies, procedures and regulations, including providing regular training on processes and other resources to ensure all team members understand regulatory and procedural compliance as it applies to their job function
• Conducting annual risk and control self-assessments with other departmental managers to assess the risks of all processes handled by the team or department, determine the controls we have in place, rating the controls and the residual risks to determine if the controls are sufficient.
• Manages Associate and Senior Associate Level Staff

Skills and Experience:

• Prior experience in transfer agency, corporate trust, or the securities industry is preferred but not required.
• Exceptional communication skills (written and oral), strong organizational skills and ability to prioritize and multi-task
• Solutions-based attitude, answering inquiries with "yes, I can do that for you" or "let me find a way to make this happen"
• Attention to detail and takes pride in work
• Enjoys working with a small, closely-knit team in a fast-paced environment
• Considers themselves technically sound and diligent
• Strong proficiency with Office 365 (Excel, Word, PowerPoint), and other desktop applications

What We Offer:

Collaborative Culture: Be part of a supportive team environment that values innovation, continuous improvement, and knowledge sharing.

Comprehensive Benefits: Access a full range of benefits including health and dental insurance, life and AD&D coverage, long-term disability, an employee assistance program, a $500 health savings account, and a competitive 401(k) match.

Paid Time Off: Vacation, Sick Days

We appreciate all applicants for their interest in this opportunity. Please note that only those selected for an interview will be contacted.

We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.