Associate Trust Officer

at  Computershare

Vancouver, BC V6C 3B9, Canada -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate01 Feb, 2025Not Specified02 Nov, 20243 year(s) or aboveGood communication skillsNoNo
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Description:

LOCATION: VANCOUVER, CANADA

In this position, you’ll be based in the Columbia, MD office for a minimum of three days a week, with the flexibility to work from home for some of your working week.
Find out more about our flexible work culture at computershare.com/flex.

Responsibilities:

A ROLE YOU WILL LOVE

The Associate Corporate Trust Officer assists the Corporate Trust Officer with the set-up, administration and client service relationship of Corporate Trust business to ensure client compliance with covenants in all types of Corporate Trust mandates and offers additional support to the Corporate Trust management team. In particular, the Associate Trust Officer will:

  • Set up new document files to include creating records of trust and written desk operating procedures, initiating initial billing and setting up billing file, and ensuring accurate information is recorded on various systems.
  • Provide the Corporate Trust Department with all technical and administrative support for various types of files, including escrows, warrants, subscription receipts, P3 administration and warrant exercises/expiries.
  • Research and respond to general inquiries from investors and issuers or other categories of clients, covering all aspects relating to the administration of client files, including review of provisions in documents, in consultation with the Corporate Trust Officer.
  • Monitor compliance with covenants of agreements and diarize requirements to ensure timely execution of Computershare’s duties, which may include the notification to client company and record of receipted documents, with follow-up as necessary.
  • Coordinate accurate and timely delivery of notices, share certificates, escrow releases, in compliance with transit insurance policies, other internal requirements & deadlines, and client or legal direction
  • Assist Corporate Trust Officer in connection with closings and execution of documents, attend branch closings and ensure Computershare obtains all required documentation.
  • All billing related issues, including aged receivables, billing corrections and billing research items - assist the Corporate Trust Officer with monitoring and controlling accounts receivables in accordance with company guidelines
  • Draft/prepare correspondence and prepare statements to clients, following up on any action required.
  • Coordinate debtholder/warrantholder meetings in accordance with governing documents and Policy 41/54-101 and other regulatory bodies.
  • Assist with team office projects as requested by management, including activities that are not strictly related to the Corporate Trust Department.
  • Provide general administrative support to the General Manager including support to other members of the Corporate Trust Department’s management team, as required.

WHAT WILL YOU BRING TO THE ROLE?

New thinking and great ideas are vital to our culture of growth and we’ll make sure you have the support to be a driving force for change. We encourage our people to dive in, roll up their sleeves and take on the many opportunities bound to come their way. We are looking for people with these skills:

Required:

  • Post-secondary education desirable (e.g. business administration, finance courses, etc.).
  • Canadian Securities Course, or other Securities Industry training courses would be an asset.
  • Industry experience preferred.
  • Training and/or knowledge of PC applications (word processing, spreadsheet and e-mail) is required.
  • 3-5 years in an office setting - legal, securities industry, or financial experience preferred.
  • Intermediate level competence in Windows, word processing and spreadsheet applications.
  • Knowledge of Corporate Trust business would be considered an asset
  • Knowledge of basic accounting would be an asset

This role with us really is a stand-out position and would really suit you if you have all the experience but also you will be results orientated and quality driven. You will be commercially savvy with strong analytical skills with the ability to foresee any roadblocks or issues. You will be just what we need!
If this sounds like a role and organisation, you’d love to be part of, apply today!


REQUIREMENT SUMMARY

Min:3.0Max:5.0 year(s)

Financial Services

Accounts / Finance / Tax / CS / Audit

Finance

Diploma

Proficient

1

Vancouver, BC V6C 3B9, Canada