Associate, Client ServicesOdyssey Trust Company • Vancouver, Metro Vancouver Regional District, CA
Associate, Client Services
Odyssey Trust Company • Vancouver, Metro Vancouver Regional District, CA
Il y a 15 jours
Type de contrat
- Temps plein
Description de posteCommunicate and coordinate service and operational activities within Odyssey’s Vancouver office. Manage day‑to‑day interactions with a portfolio of clients, including counsel and advisors. Handle client interactions with shareholders, focusing on efficient service and timely resolution. Maintain a strong focus on retention and growth through exceptional service. Onboard clients, ensuring seamless transition processes. Assist Directors with scheduling and preparing for shareholder meetings, including mailings, proxy tabulation, and scrutineer’s reports. Manage client requests and general inquiries, preparing reports, treasury orders, transfers, dividend payouts, etc. Prior experience in securities or brokerage is an asset but not required. Exceptional written and oral communication skills. Strong organizational skills with the ability to prioritize and multi‑task. Solutions‑based attitude, proactively addressing inquiries. Attention to detail and pride in work. Comfortable working in a small, fast‑paced team environment. Technical proficiency with Office 365 (Excel, Word, PowerPoint) and other desktop applications. Completion of Canadian Securities courses preferred but not essential. Paid Time Off : Vacation, Flex Days, 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 / TFSA Match. We welcome and encourage applications from people with disabilities; accommodations are available.
Overview
At Odyssey Trust Company, we’re reimagining the infrastructure that powers modern markets. As a tech‑forward transfer agent and trust company, we help issuers manage and engage their shareholders with confidence, ensuring transactions run seamlessly and with precision.
About Our Team
- We Build : “Outside the Box” is our playground. We innovate and tackle tough problems to disrupt the industry.
- We Get Stuff Done (GSD) : We bring great ideas into action with exceptional responsiveness.
- We Show Up for Each Other : We collaborate and support each other to achieve results, offering competitive salaries and a comprehensive benefits package.
- We Do the Right Thing : We are dependable, trustworthy, and uphold high professional standards.
Primary Responsibilities & Attitude
Skills and Experience
What We Offer
Compensation
$50,000.00 – $60,000.00 per year
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Client Service Associate • Vancouver, Metro Vancouver Regional District, CA
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