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Administrator, Client Support Services
3 months ago
The Client Support area coordinates the responsibilities of processing day to day tasks associated with services provided to transfer agency issuer clients.
The main focus is following issuer's regulatory responsibilities to distribute annual meeting and other related materials to their security holders.
The Administrator, Client Support Services will interact with co-workers, relationship managers, vendors, finance and issuers or their agents.Key Responsibilities:
- Department administration and support
- Efficient use of Excel, Word and Database software
- Support Proxy Setup, Client Service Administration
- Setting up proxy meetings Send notices to appropriate distribution lists
- Following up with Relationship Managers for executed undertakings Download NOBO list files off Broadridge's website and load it on to TranStar
- Scan and save CDS holders of record reports
- Booking cheque mailings
- Booking nonproxy events (ie. Letter of Transmittals) Creating mailing estimates and material quantities
- Reconciling early search and record date quantities
- Track and perform document management tasks
Must Have(s):
- Relationships: Maintain positive working relationships with others, both internally and externally
- Communication: Excellent/effective oral and written communication skills
- Teamwork: Work cooperatively and effectively with others to set goals, resolve problems, and make decisions to improve organizational effectiveness; ability to undertake self-directed tasks when necessary
- Independence: Ability to work independently, ensuring outstanding matters are addressed in a timely manner
- Organization: Excellent time management skills; attention to detail; the capacity to prioritize by assessing situations to determine urgency; ability to develop a work schedule, set goals, create / implement actions plans and monitor progress towards goals; and ability to make clear, timely decisions
- Assessment: Anticipate, understand, and respond to the needs of peers, clients and security holders to meet or exceed their expectations. Read and analyze documents thoroughly
- Attention to detail is very important
- Willingness and ability to adapt to changes and responsibilities
- Other duties may be assigned as necessary
- Flexibility with working overtime when required
Key Qualifications:
- Minimum of 1 year experience in corporate/commercial or securities industry, preferred.
- Proficiency in the use of computer programs for:
- Excellent working experience with Microsoft Office Suite (Word, Excel), Gmail/Google
- Database Management
- Proxy / Transfer Agent experience would be considered an asset
TMX is committed to creating and sustaining a collegial work environment in which all individuals are treated with dignity and respect and one which reflects the diversity of the community in which we operate.
