VENTURE OUTSIDE THE ORDINARY - TMX CAREERS

The TMX group of companies includes leading global exchanges such as the Toronto Stock Exchange, Montreal Exchange, and numerous innovative organizations enhancing capital markets. United as a global team, we’re connecting cross-functionally, traversing industries and geographies, moving opportunity into action, advancing global economic growth, and propelling progress. Through a rich exchange of ideas, meaningful collaboration, and a nimble operating model, we’re powering some of the nation’s most critical systems, fueling capital formation and innovation, bringing increased opportunity to business visionaries, product ingenuity to consumers, and career exploration to our team.

READY TO BE PART OF THE ACTION?

We are seeking a detail-oriented and highly organized Administrator, Investor Services to join our team. This role is responsible for handling a high volume of shareholder inquiries and requests with professionalism, accuracy, and care. As a key member of our investor services team, you will be the first point of contact for shareholders, ensuring that all interactions are handled efficiently and in compliance with regulatory requirements.

KEY RESPONSIBILITIES:

• Respond to a high volume of shareholder inquiries via mail, email, and occasionally by phone.
• Co-ordinating and prioritizing incoming email requests including flagging and labelling items for escalation or immediate action. Identifying and informing management of complaints as well as trends and opportunities to improve service levels.
• Review and process various legal documents such as powers of attorney, trust agreements, wills, and death certificates to support shareholder transactions.
• Accurately update shareholder records in internal systems.
• Developing a thorough knowledge and understanding of the services offered by clients to their security holders and keep up-to-date on circumstances that affect the security holders especially transfer requirements.
• Maintain compliance with regulatory and internal policies and procedures.
• Liaise with internal teams to resolve inquiries and ensure timely processing of shareholder requests.
• Provide excellent customer service while balancing the need for accuracy and compliance.

Must Have(s) :

• Previous experience in customer service, financial services, legal administration, or a related field is preferred.
• Strong understanding of legal documents (e.g., POAs, trusts, estate-related documents).
• Excellent written and verbal communication skills.
• High attention to detail and strong organizational skills.
• Ability to handle sensitive information with discretion and professionalism.
• Comfortable working in a hybrid environment with a minimum of 3 days/week in the office.1 to 3 years of experience in a similar role or industry.
• Proficient in Microsoft Office suite/Google required