Odyssey Trust Company Job Board
Associate, Operations
Description
Associate, Operations
At Odyssey 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
You will be an integral part of our Toronto, Calgary or Vancouver team. On a day-to-day basis, you will be responsible for managing and executing a variety of operational tasks related to CDS and DTC processing. As our business is continually evolving, you will play an active role in helping us shape its growth. We are ideally 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, “can do” attitude, and considers themselves to be an entrepreneurial team player.
In this role you will build strong relationships across all teams in Canada and will work alongside various individuals to deliver exceptional customer service. You will maintain relationships with financial institutions on a global level. You will take pride in your work paying attention to detail and completing tasks efficiently. But most importantly, you’re eager to be a part of a fast-paced, growing company.
You are responsible for:
- Reviewing, processing and auditing CDS and DTC related data entry transactions within established productivity and quality standards.
- Monitoring multiple applications and inboxes to ensure regular and instant requests are handled in an accurate and timely manner.
- Verifying completeness of submitted documents for processing following existing business rules and industry requirements.
- Escalating and handling complex inquiries as needed per documented procedures.
- Managing interactions with shareholders, brokerage firms and financial institutions, as required, while maintaining a focus on efficiency and accuracy.
- Adhering to compliance guidelines and service levels.
- Processing and auditing other general and complex data entry transactions when required.
- Completing general administrative duties such as scanning, printing certificates, mail distribution, and outgoing deliveries when required.
- Maintaining a strong focus on retention and growth by delivering exceptional service.
- In addition to the duties listed above, management may request the completion of other ad hoc duties or projects.
Skills and Experience
- High attention to detail and accuracy.
- Excellent verbal and written communication skills.
- Ability to remain organized while prioritizing multiple tasks with varying levels of urgency.
- Solutions-based attitude and an eagerness to drive process improvements by identifying problem areas and presenting solutions to management.
- Sound computer skills and ability to adapt to and apply new technologies.
- Willingness and desire to achieve personal goals and team goals.
- Good interpersonal skills.
- Ability to maintain confidentiality of any sensitive information as part of the job function.
- Completion of Canadian Securities and similar courses is preferred, but not essential.
- A working knowledge of the securities industry as it relates to transfer agencies is preferred.
What We Offer:
Paid Time Off: Vacation, Flex Days, Bonus Day and Birthday Day off
Benefits: Extended Health, Dental, Life Insurance, ADD, Critical Illness, Long Term Disability, Employee Assistance Program, $500 Health Care Spending/Lifestyle Spending Account, RRSP/TSFA Match.
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.
Note that is role is for a current vacancy and can be located in Calgary, Toronto or Vancouver and may be filled internally.
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.