Associate, Shareholder Services

Odyssey Trust Company is committed to providing peace of mind to clients through innovative solutions. They are seeking an Associate in Shareholder Services to manage interactions with shareholders and financial institutions while ensuring a high level of service and efficiency.

Responsibilities

• Managing day-to-day interactions with shareholders, brokerage firms, and financial institutions in a professional and courteous manner
• Resolving shareholder and broker inquiries while maintaining a focus on first point resolution with a positive, empathetic, and professional attitude
• Responding to telephone calls, emails, and chat interactions with exceptional care and efficiency, keeping the shareholder experience at heart
• Processing simple data entry transactions and as required, complex requests and audits of processed transactions while maintaining a focus on efficiency and accuracy
• Completing general administrative duties such as scanning, printing certificates, mail distribution, filing, and outgoing deliveries within established productivity and quality standards
• Escalating and handling complex inquiries as needed per documented procedures
• When required, receiving visitors at the front desk by greeting, directing, and assisting them appropriately
• 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

• Courteous, professional, and reliable
• 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
• Prior client-facing experience
• A working knowledge of the securities industry as it relates to transfer agencies

Benefits

• Paid Time Off: Vacation, Flex Days, Birthday Day off, Bonus Day Off
• Benefits: Health and Dental, Life Insurance, Long Term Disability, AD&D, Employee Assistance Program, $500 Health Savings Account, RRSP Match

Company Overview