Associate Trust Officer - 12 Month Full-Time Contract
- Calgary, AB, Canada
Full-time
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Job details
- Job type
- Full-time
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- Posting language
- English
- Posted
Original job description
Job Description
Location: Calgary (Hybrid)
In this position, you’ll be based in the Calgary 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 .
We give you a world of potential
Computershare Corporate Trust is built on a foundation of “Trust Makes it Work” – expertise, relationships, and innovation you can trust. When you join this dynamic team you will enjoy a career, teamwork, flexibility and leadership you can trust to help accelerate your personal and professional goals.
A role you will love
This Associate Corporate Trust Officer is a 12-month temporary role will assist 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.
Some Of Your Responsibilities Will Include
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
College diploma in a related field.
University degree, Canadian Securities Course, or other Securities Industry training courses would be an asset.
Knowledge of Microsoft Word.
Ability to work within a team.
Ability to work under pressure and to meet deadlines.
Detail-oriented.
Strong Excel knowledge.
3-5 years in an office setting - legal, securities industry, or financial experience preferred.
Knowledge of Corporate Trust business would be considered an asset.
Rewards designed for you
Flexible work to help you find the best balance between work and lifestyle.
Health and wellbeing rewards that can be tailored to support you and your family.
Invest in our business by setting aside salary to purchase shares in our company, and you’ll receive a company contribution as well.
Extra rewards ranging from recognition awards and team get togethers to helping you invest in your future.
And more. Ours is a welcoming and close-knit community, with experienced colleagues ready to help you grow. Our careers hub will help you find out more about our rewards and life at Computershare, visit computershare.com/careershub.
About Us
A company to be proud of
We're a global leader in financial administration with over 11,000 employees across more than 22 different countries. At Computershare, it’s more than just a job, our open and inclusive culture means that we will help you to grow, to move forward and make the most of our world of opportunities.
Fairness and culture
We want to provide you with the opportunity to succeed on your own merits, starting from the application process and continuing throughout your career with us. Our goal is to create an environment where everyone feels valued, to remove barriers and obstacles and ensure equal opportunities for all. For support with accommodations or adjustments during our recruitment process please visit computershare.com/access for further information.
About The Team
We're a market leader with decades of experience as a provider of trustee and sophisticated agency services for private and public companies, investment bankers, asset managers, and governments and institutions. Our organisation offers a broad range of services with a best-in-class reputation built on our high-touch approach to client service. We're looking for people to join us and be a part of our exciting future as one of the top corporate trust firms in North America.
Location: Calgary (Hybrid)
In this position, you’ll be based in the Calgary 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 .
We give you a world of potential
Computershare Corporate Trust is built on a foundation of “Trust Makes it Work” – expertise, relationships, and innovation you can trust. When you join this dynamic team you will enjoy a career, teamwork, flexibility and leadership you can trust to help accelerate your personal and professional goals.
A role you will love
This Associate Corporate Trust Officer is a 12-month temporary role will assist 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.
Some Of Your Responsibilities Will Include
- 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 & paying agencies, warrants, subscription receipts, P3 administration.
- Administer portfolio of accounts thoroughly, professionally and in a time-efficient manner.
- Ensure the accurate billing of fees.
- 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, warrant exercises, debenture conversions, etc, in compliance with internal requirements & deadlines, and client or legal direction.
- Assist Corporate Trust Officer in connection with closings and execution of documents, attend 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.
- Assist the Corporate Trust Officer in connections with mailings, debtholder/warrant holder meetings in accordance with governing documents and the different policies and regulations.
- Assist with team office projects as requested by management.
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
College diploma in a related field.
University degree, Canadian Securities Course, or other Securities Industry training courses would be an asset.
Knowledge of Microsoft Word.
Ability to work within a team.
Ability to work under pressure and to meet deadlines.
Detail-oriented.
Strong Excel knowledge.
3-5 years in an office setting - legal, securities industry, or financial experience preferred.
Knowledge of Corporate Trust business would be considered an asset.
Rewards designed for you
Flexible work to help you find the best balance between work and lifestyle.
Health and wellbeing rewards that can be tailored to support you and your family.
Invest in our business by setting aside salary to purchase shares in our company, and you’ll receive a company contribution as well.
Extra rewards ranging from recognition awards and team get togethers to helping you invest in your future.
And more. Ours is a welcoming and close-knit community, with experienced colleagues ready to help you grow. Our careers hub will help you find out more about our rewards and life at Computershare, visit computershare.com/careershub.
About Us
A company to be proud of
We're a global leader in financial administration with over 11,000 employees across more than 22 different countries. At Computershare, it’s more than just a job, our open and inclusive culture means that we will help you to grow, to move forward and make the most of our world of opportunities.
Fairness and culture
We want to provide you with the opportunity to succeed on your own merits, starting from the application process and continuing throughout your career with us. Our goal is to create an environment where everyone feels valued, to remove barriers and obstacles and ensure equal opportunities for all. For support with accommodations or adjustments during our recruitment process please visit computershare.com/access for further information.
About The Team
We're a market leader with decades of experience as a provider of trustee and sophisticated agency services for private and public companies, investment bankers, asset managers, and governments and institutions. Our organisation offers a broad range of services with a best-in-class reputation built on our high-touch approach to client service. We're looking for people to join us and be a part of our exciting future as one of the top corporate trust firms in North America.
More about this job
Responsibilities
Set up and administer corporate trust accounts, maintain client files, monitor covenant compliance, coordinate notices and transactions, and respond to investor and issuer inquiries. Support the Corporate Trust Officer with billing, closings, document execution, meetings, and other team projects.
Requirements
A college diploma in a related field is requested; a university degree or securities industry training is an asset. The role calls for 3–5 years of office experience, preferably in legal, securities, or financial services, along with strong Excel skills, Microsoft Word knowledge, teamwork, attention to detail, and the ability to meet deadlines under pressure.
Skills
- Client Service
- Microsoft Word
- Microsoft Excel
- Teamwork
- Deadline Management
- Attention To Detail
- Billing And Accounts Receivable
- Document Review
- Covenant Compliance
- Investor And Issuer Inquiries
- Correspondence Preparation
- Securities Industry Knowledge
- Financial Services Experience
Benefits
- Flexible Work
- Health And Wellbeing Rewards
- Employee Share Purchase Plan
- Company Share Contribution
- Recognition Awards
- Team Events
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Customer Service & Support
- Administrative
Keywords
- Corporate Trust
- Trust Administration
- Client Service
- Trust Records
- Operating Procedures
- Billing
- Accounts Receivable
- Escrow
- Paying Agencies
- Warrants
- Subscription Receipts
- Covenant Compliance
- Trust Agreements
- Investor Inquiries
- Issuer Inquiries
- Notices
- Share Certificates
- Escrow Releases
- Warrant Exercises
- Debenture Conversions
- Document Closings
- Document Execution
- Debtholder Meetings
- Microsoft Word
- Microsoft Excel
- Canadian Securities Course
- Securities Industry
- Financial Services