Director, Registered Plans

hybrid
Calgary, Alberta, Canada, Alberta, Canada .
full-time . March 22, 2024

Description

Director, Registered Plans

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 Calgary team working 8:30 MST to 4:30 MST, Monday through Friday. On a day-to-day basis, you will be responsible for managing and executing a variety of operational tasks. 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 Registered Plans and Transfer Agency industry, is known for their work ethic, and “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 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:

Ensure accurate and timely responses to all inquiries and corrections internally and externally.
Maintain and create event timelines and operating procedures with the focus of process improvements.
Work with internal and external teams to ensure successful Compliance audits.
Interface with external client contacts
Sales meetings and presentations with potential clients
Manage and administer employee plans.
Open new accounts based on application forms
Process transfer requests and other transactions.
Follow ups on missing documentation.
Processing Monthly dividends and DRIPs
Send out online access to new clients.
Audit of team members work.
Quarterly Audit of securities and cash held in trust.
Responsible for finding resolutions for issues or problems arising from accounts or processing.
Preparation of annual tax filings
Responsible for training of other team members of processes and systems
Preparation of annual statements
System updates and administration
Review eligibility of new issuers
Billing for all services including annual trustee fees, transactions and issuer eligibility on a monthly basis.
Maintain a strong focus on retention and growth by delivering exceptional service.
Onboard clients, with a focus on making the transition process seamless for our clients.
Participate on weekly department meetings and critically assess the current processes with a focus on finding efficient and innovative solutions.
Demonstrate ability to serve as a knowledgeable resource to the organization's management and executive team that provides leadership and direction.
Verifies all aspects of client identification procedure and necessary onboarding documents are provided and in accordance with Know your Customer (KYC), AML/ATF policies guidance.
Ensure CRA requirements are adhered by.

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.

· Strong computer skills and ability to adapt to new technologies.

· Willingness and desire to achieve personal goals and team goals.

· Strong interpersonal skills.

· Knowledge of RSP and TFSA administration.

· Knowledge of CRA rules and regulations

· Ability to maintain confidentiality of any sensitive information as part of the job function.

· 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, Birthday Day off

Benefits: Health and Dental, Life Insurance, Long Term Disability, AD&D, Employee Assistance Program, $500 Health Savings Account, RRSP 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.

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.

Know someone who would be a perfect fit? Let them know!