Odyssey Trust Company Job Board
Associate, Corporate Trust
Description
Associate, Corporate Trust
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
We are currently seeking a Corporate Trust Associate to join our team. The successful candidate will be based in Calgary, Vancouver or Toronto.
The Corporate Trust Associate will play a key administrative role within our Corporate Trust division. They will report to the Director, Corporate Trust and be responsible for supporting trust appointments and engagements, including coordinating documentation, ensuring compliance, and supporting client communications with management, legal counsel, and securityholders. The role requires processing a variety of transaction types efficiently and accurately, while maintaining a strong understanding of operational procedures.
The Corporate Trust Associate will be detail-oriented, highly organized, and confident working both independently and collaboratively. The ideal candidate is proactive, results-driven, and someone who thrives in a structured environment.
Primary Responsibilities:
Director Support:
- Assist in managing and administering the everyday workflow of the Corporate Trust division, ensuring all administrative tasks are completed accurately and on time.
- Organize and maintain detailed records of transaction documentation, correspondence, and internal approvals.
- Coordinate with internal departments, including finance, to schedule and confirm incoming/outgoing wires, ensuring all supporting documents are present.
Compliance & Onboarding Support:
- Support the client onboarding process by collecting, reviewing, and verifying all required documentation in accordance with Know Your Customer (KYC), Anti-Money Laundering (AML), and Anti-Terrorist Financing (ATF) policies.
- and ensure timely escalation of any discrepancies or missing information.
- Maintain accurate and up-to-date onboarding records and ensure timely escalation of any discrepancies or missing information.
- Liaise with compliance and legal teams to ensure all regulatory requirements are met and documented.
Securities Administration:
- Communicate with our clients, as well as their counsel and securityholders on a regular basis
- Prepare and review documentation related to securities transactions, ensuring accuracy and compliance with governing agreements.
Backoffice Maintenance:
- Maintain comprehensive and organized records under various corporate trust appointments, including ongoing documentation and compliance requirements.
- Assist in the issuance and administration of securities, including processing warrant exercises, note conversions, interest payments, and tax filings.
- Support the preparation and reconciliation of month-end corporate trust billing, ensuring accuracy and timely submission.
- Perform regular audits of internal records and systems to ensure data integrity and compliance with internal controls.
- Provide general administrative support including document formatting, data entry, file management, and responding to internal and external inquiries.
- Take the initiative in identifying process improvements and supporting the implementation of administrative best practices.
- Other duties as required
Skills and Experience:
· University degree or diploma (preferred, not required)
· Knowledge of Corporate Trust or experience as a Securities paralegal is an asset
· Experience in finance, banking or trust companies is an asset
· Ability to support a team within a busy work environment with changing priorities
· Ability to work as a team and independently
· Pro-active attitude and “how can I help?” perspective
What We Offer:
Paid Time Off: Vacation, Flex Days, Birthday Day off, Bonus Day
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.
Compensation
$50,000.00 - $55,000.00 per year