Associate, Securities

Securities · Toronto, Ontario
Department Securities
Employment Type Full-Time
Minimum Experience Entry-level

Associate, Securities (Toronto)

 

At Odyssey Trust, we pride ourselves on delivering exceptional service and simple solutions to our clients. As a local, independent trust company, we’re flexible, nimble and we work on our client’s timelines.

 

You will be an integral part of our Toronto team. On a day-to-day basis you will be responsible for managing and executing operations requests. This will include processing incoming transfers, account transactions, dividend and tax inquiries, corporate actions and issuer’s requests. Our business is continually evolving and you will help us shape its growth. We’re looking for someone who has experience in the industry (but often thinks about ways things can be done better), is known for their work ethic and “can do” attitude and considers themselves to be an entrepreneurial team player.

 

Key Accountabilities

 

You will have a strong relationship with our Toronto team. You are someone they can count on to be available when they need you and you take pride in paying attention to detail and completing tasks efficiently. You’re excited about being part of a fast-paced, growing company. You are responsible to:

 

  • Communicate and coordinate service and operational activities within Odyssey’s Toronto office
  • Maintain a strong focus on retention and growth by delivering exceptional service
  • Process incoming transfer requests including reviewing for transferability, recording receipt or auditing as demand requires
  • Manage day-to-day interactions with shareholders, brokerage firms and financial institutions with a focus on efficient service
  • Facilitate client requests and general inquiries, including preparation of reports, treasury orders, audit confirmations, dividend payouts, etc.
  • Complete general administrative duties such as banking, mail distribution, and outgoing deliveries


Skills and Experience

 

  • Exceptional attention to detail, 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 their work
  • Enjoys working with a small, closely-knit team in a fast-pace environment
  • Completion of Canadian Securities and similar courses is preferred, but not essential
  • Strong proficiency with Office 365 (Excel, Word, Powerpoint), and other desktop applications
  • A good working knowledge of the securities industry and capital markets is required

 

We thank all candidates for their interest; however, only those selected for an interview will be contacted. By submitting your resume, you consent to the collection, use and necessary disclosure of the personal information provided during the application and selection process.

 

Thank You

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  • Location
    Toronto, Ontario
  • Department
    Securities
  • Employment Type
    Full-Time
  • Minimum Experience
    Entry-level