Director, Corporate Trust

Odyssey Transfer and Trust Company

$75K — $90K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • University degree; law degree preferred.
  • Knowledge of Corporate Trust or experience as a Securities paralegal.
  • Experience in finance, banking, or trust companies is beneficial.
  • Strong organizational skills and attention to detail.
  • Ability to work under changing priorities both independently and as part of a team.

Responsibilities

  • Manage workflow of files in Corporate Trust division.
  • Review and comment on Corporate Trust agreements.
  • Organize documents for transaction closings and liaise with finance team.
  • Maintain records under various corporate trust appointments.
  • Manage issuance of securities for clients' securityholders.
  • Assist with month-end corporate trust billing.
  • Communicate regularly with clients and securityholders.

Benefits

  • Paid Time Off including vacation, flex days, birthday day off, and a bonus day.
  • Comprehensive health and dental benefits.
  • Life insurance and long-term disability coverage.
  • Accidental Death and Dismemberment (AD&D) insurance.
  • Employee Assistance Program for additional support.
  • $500 Health Savings Account to assist with healthcare expenses.
  • RRSP match to support retirement savings.
Full Job Description
Description

Director, Corporate Trust

Primary Responsibilities & Attitude

We are currently seeking a Director, Corporate Trust to join our team. The successful candidate will be based in either Toronto or Vancouver.

This individual will be an integral part of our Corporate Trust division. They will be responsible for assisting in the management of our Corporate Trust division. This will also involve reviewing agreements, understanding our fiduciary duties and covenants as a trustee under various appointments, coordinating required documentation for various closings, adherence to compliance, and communicating with and assisting our client's management, counsel and securityholders.

This individual will have an interest in the administration of legal agreements, have an eye for attention to detail and someone who prides themselves on being highly organized. They will be able to work as a team but also independently.

You are responsible for:
• Manage the everyday workflow of files in the Corporate Trust division.
• Review and comment on Corporate Trust agreements in conjunction with our Managing Director, Corporate Trust.
• Organize required documents for transaction closings and liaison with our finance team to schedule incoming/outgoing wires.
• Maintain records under our various corporate trust appointments.
• Manage the issuance of securities for our client's securityholders, including warrant exercises, note conversions, interest payment coordination, etc.
• Assist with month-end corporate trust billing.
• Communicate with our clients and securityholders on a regular basis.

Skills and Experience
• University degree (Law would be an asset)
• Knowledge of Corporate Trust or experience as a Securities paralegal is an asset
• Experience in finance, banking or trust companies is an asset
• Ability to support a team within a busy work environment with changing priorities
• Ability to work as a team and independently
• Pro-active attitude and "how can I help?" perspective

What We Offer:

Paid Time Off: Vacation, Flex Days, Birthday Day off, Bonus Day

Benefits: Health and Dental, Life Insurance, Long Term Disability, AD&D, Employee Assistance Program, $500 Health Savings Account, RRSP Match.

This is an open position to be filled in Toronto or Vancouver.

Compensation

$75,000.00 - $90,000.00 per year

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