Associate Trust Officer

Associate Trust Officer

Requirements

• College diploma in a related field
• University degree, Canadian 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
• Detail-oriented
• Strong Excel knowledge
• 3-5 years in an office setting – legal, securities industry, or financial experience preferred
• Knowledge of Corporate Trust business would be considered an asset

Responsibilities

• 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 time-efficient 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 Computershare’s duties, which may include the notification to client company and record of receipted documents, with follow-up 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

Preferred Qualifications

• Knowledge of Corporate Trust business would be considered an asset