Associate, Operations

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 team, responsible for managing the counter and interactions with external parties, as well as processing incoming transactions and executing operations requests. Our business is continually evolving, and you will help 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 and “can do” attitude, and who considers themselves to be an entrepreneurial team player. You will have a strong relationship with all the organization's teams across Canada. You are someone they can count on to be available when they need you and you take pride in paying attention to detail and completing tasks efficiently. You’re excited about being part of a fast-paced, growing company. You are responsible for: · Greeting and managing interactions with shareholders, brokers, and other external parties who present themselves at the Toronto counter.· Verifying completeness and accuracy of submitted documents for processing following existing business rules and industry requirements. · Reviewing and handling presented documents while adhering to compliance guidelines and service levels.· Completing general administrative duties such as scanning, printing certificates, mail distribution, filing, cheque deposits, and outgoing deliveries within established productivity and quality standards.· Processing simple data entry transactions and as required, complex requests and audits of processed transactions while maintaining a focus on efficiency and accuracy· Escalating and handling complex inquiries as needed per documented procedures.· 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 · 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.· A working knowledge of the securities industry as it relates to transfer agencies is preferred.
What We Offer: Paid Time Off: Vacation, Flex Days, 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. This is an open position to be filled in Toronto.
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.