Director, Operations

Valid8 Financial, Inc.; Minnesota; On-site; USD 60,000 - 100,000; Full time

Job summary

An innovative firm is seeking a Director of Operations to enhance its operational model focused on efficiency and compliance. This role involves coordinating client-driven activities, managing operational inquiries, and driving digitization efforts. The ideal candidate will possess deep knowledge of the securities industry and strong organizational and communication skills. Join a collaborative team that values creativity and problem-solving, where your contributions will directly impact the company's success and client satisfaction.

Benefits

Paid Time Off

Health Insurance

Dental Insurance

401K Match

Employee Assistance Program

Lifestyle Spending Account

Qualifications

• Deep knowledge of the securities industry is desirable.
• Experience in finance, banking, brokerage or trust companies is an asset.

Responsibilities

• Coordinate client-driven activities such as dividend payments and public offerings.
• Handle complex operational inquiries and escalations.
• Identify opportunities for digitization and automation.

Skills

Organizational Skills

Communication Skills

Analytical Skills

Project Management

Technical Proficiency

Securities Knowledge

Finance Experience

Education

University Degree

Job description

At Odyssey Transfer and Trust Company, we do things differently. Our core mission is to provide peace of mind for 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.

Our Director of Operations will be:

The Director of Operations will have a deep understanding of securities handling and processing and will work to improve Odyssey’s operating model which centers around efficiency, automation and adherence to compliance. They will also partner with client-facing teams to support client-driven activities.

Primary Operational Responsibilities:

• Operational set-up and coordination of client-driven activities such as dividend payments, share exchanges, public offerings and annual meetings, partnering with internal teams and external vendors.
• Ensuring client-driven activities are reconciled, delivered timely and accurately.
• Coordinates unclaimed property reporting processes with the external vendor.
• Handles complex operational inquiries and escalations.
• Coordinate outbound mailings with external vendors.
• Setup and management of client events in an online shareholder portal.
• Identifies and drives opportunities for digitization and automation alongside other departments to enhance operational functionality.
• Prepare and update department procedures, ensuring adherence with regulatory requirements.
• Supports projects that will enhance productivity and streamline processes.
• In addition to the responsibilities noted above, management may request the completion of other ad hoc duties or projects.

Skills and Experience

• University degree
• Deep knowledge of the securities industry is desirable
• Experience in finance, banking, brokerage or trust companies is an asset
• Strong organizational skills with attention to detail
• Ability to reconcile financial activity/balances
• Exceptional communication skills
• Understanding of project management concepts
• Technical proficiency, ability to learn new platforms
• Analytical skills
• Ability to work as a team and independently
• Pro-active attitude and “how can I help?” perspective
  

What We Offer:

Paid Time Off: Vacation, Sick Days, Birthday Day Off

Benefits: Extended Health, Dental, Life Insurance, ADD, Critical Illness, Short Term Disability, Long Term Disability, Employee Assistance Program, $500 Health Care Spending/Lifestyle Spending Account, 401K Match.

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