Associate, Client Onboarding

at  Odyssey Trust Company

ASSOCIATE, CLIENT ONBOARDING

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.

The Client Onboarding Associate will be an integral part of the Systems team. On a day-to-day basis you will be responsible for ensuring a simple, fast and easy onboarding experience for our new clients. You will also be responsible for understanding and managing non-standard distributions for our clients. Our business is continually evolving, and you will help us shape its growth. We’re looking for someone who is known for their work ethic, taking initiative, and considers themselves to be entrepreneurial, innovative, and likes a challenge.
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.
Key Accountabilities
- Working with Issuers and their agents to assure a smooth onboarding experience
- Reviewing data files and liaising with Issuers and their agents to cure any deficiencies
- Ensuring all required documents and funds are received
- Setting up new Issuers and Issues on the system
- Loading shareholder data
- Leading and participating in projects on an ad hoc basis
- Working closely with other departments, such as Client Services, Finance, and Compliance to ensure smooth client onboarding and dividend operations
- Ensuring accurate calculation of dividends based on company procedures and agreements
- Addressing any issues or discrepancies related to dividend payments, such as missed payments or incorrect amounts
- Setting up, overseeing, and reconciling DRIP Plans
- Accurate tracking and billing of services via internal tracking software
- Maintaining strict adherence to compliance standards
- 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 duties or projects as assigned
Skills and Experience
- High attention to detail and accuracy
- Strong interpersonal skills with excellent verbal and written communication
- 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
- Eagerness to drive process improvements and innovation by identifying problem areas and presenting solutions to management
- Willingness and desire to achieve personal and team goals
- Ability to maintain confidentiality of any sensitive information as part of the job function.
- A working knowledge of the securities industry as it relates to transfer agencies, is preferred.
- Experience is a client facing role required
- Experience with DRIP plans an asset