Associate Trust Officer
Associate Trust Officer
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Job Description
Location: Montral (Hybrid)
In this position youll be based in the Montreal office for a minimum of three days a week with the flexibility to work from home for some of your working week. Find out more about our flexible work culture at 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 relationship 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 particular the Associate Trust Officer will:
- Set up new document files to include creating records of trust and written desk operating procedures initiating initial billing and setting up billing file and ensuring accurate information is recorded on various systems.
- Provide the Corporate Trust Department with all technical and administrative support for various types of files including escrows & paying agencies warrants subscription receipts P3 administration.
- Administer portfolio of accounts thoroughly professionally and in a timeefficient manner.
- Ensure the accurate billing of fees.
- Research and respond to general inquiries from investors and issuers or other categories of clients covering all aspects relating to the administration of client files including review of provisions in documents in consultation with the Corporate Trust Officer.
- Monitor compliance with covenants of agreements and diarize requirements to ensure timely execution of Computershares duties which may include the notification to client company and record of receipted documents with followup as necessary.
- Coordinate accurate and timely delivery of notices share certificates escrow releases warrant exercises debenture conversions etc in compliance with internal requirements & deadlines and client or legal direction.
- Assist Corporate Trust Officer in connection with closings and execution of documents attend closings and ensure Computershare obtains all required documentation.
- All billing related issues including aged receivables billing corrections and billing research items assist the Corporate Trust Officer with monitoring and controlling accounts receivables in accordance with company guidelines.
- Draft/prepare correspondence and prepare statements to clients following up on any action required.
- Assist the Corporate Trust Officer in connections with mailings debtholder/warrant holder meetings in accordance with governing documents and the different policies and regulations.
- Assist with team office projects as requested by management.
What will you bring to the role
New thinking and great ideas are vital to our culture ofgrowthand well make sure you have the support to be a driving force for encourage our people to dive in roll up their sleeves and take on the many opportunities bound to come their are looking for people with these skills:
- College diploma in a related field
- University degreeCanadian Securities Course or other Securities Industry training courses would be an asset
- Excellent communication in both French and English
- Knowledge of Microsoft Word
- Ability to work within a team
- Ability to work under pressure and to meet deadlines
- Detailoriented
- Strong Excel knowledge.
- 35 years in an office setting legal securities industry or financial experience preferred.
- Knowledge of Corporate Trust business would be considered an asset
This role with us really is a standout position and would really suit you if you have all the experience but also you will be results orientated and quality driven. You will be commercially savvy with strong analytical skills with the ability to foresee any roadblocks or issues. You will be just what we need!
If this sounds like a role andorganisationyoud love to be part of apply today!
#LIDNP
Required Experience:
IC
Employment Type
Full-Time
