Assistant Trust Officer

TMX Careers invites you to join our team as an Assistant Trust Officer in Montreal, QC. The TMX group includes leading global exchanges and works to power capital markets through innovation and collaboration. Role SummaryAs Assistant Trust Officer, you will support the Corporate Trust team, performing administration of bond and debenture issues, escrow agreements, and other services for corporate trust clients. Key Accountabilities Respond to day‑to‑day client requests. Identify and interpret the service requirements of each corporate client and coordinate internal activities required to meet these requirements. Review and approve new monthly client invoices. Assist in the production of specialized client reporting. Prepare monthly, quarterly, and annual reporting for assigned clients. Prepare monthly interest funding estimates for income disbursing clients. Facilitate required mailings for assigned clients. Process cash and share releases from escrow, re‑issuances, and corrections. Assist in ensuring accuracy of client billings and maintain responsibility for aging receivables. Coordinate redemptions, interest payments, and maturities. Set up new accounts, including preparation of records of trust, interest desk records, and diary cards; set up internal and external bank accounts. Administer investments for clients according to trust, P3’s, and escrow agreements. Ensure compliance with policies, procedures and regulatory requirements. Perform other duties as assigned. Must Have College diploma or university degree, or equivalent experience, preferably in Business Administration. 1 to 3 years in a similar role. Minimum of 2 years experience in the securities transfer industry with a strong knowledge of operations. Proficient with Microsoft Office suite. Excellent communication in French and English required (contacts and collaboration with clients and colleagues may be English‑only). Excellent written, verbal and listening skills. Adaptable: flexibility and willingness to work simultaneously on a wide range of tasks and projects and ability to prioritize. Business Development: supports the organization’s ability to maximize current revenue opportunities and find new sources of revenue growth. Client Service Orientation: develops and maintains strong relationships with internal and external clients; proven ability to understand clients’ needs and develop the appropriate solutions. Confidentiality: shows discretion and ability to handle confidential issues. Decision & Problem Solving: strong decision making and problem solving skills. Independent worker: high level of self‑motivation and at ease working independently when necessary. Interpersonal skills: pleasant, diplomatic manner and disposition in interacting with senior management, co‑workers and the general public. Negotiation: strong negotiating skills and proven ability to influence without authority. Organization & Detail Oriented: strong organizational skills and attention to detail. Relationship Building: experience building successful internal/external relationships. Teamwork: works well in a team environment, actively contributes to the success of the group. Working under pressure: poised, works well under pressure and accomplishing short‑ and long‑term deadlines with a heavy workload. Nice to Have Canadian Securities Course credential. In the Market For… Explore emerging technology and innovation, venture and digital finance that shape the future of global markets. Connect across multicultural hubs that leverage size and structure to create rich connections and belonging. Impact mission‑critical systems that drive global economic advancement, innovation, and growth. Wellness and flexible hybrid workstyle with generous time‑off and leaves. Growth mindset in work and ambition for expansion in business. Hybrid role (2‑3 days / week in office). Applicants must be authorized to work in Canada. TMX is not currently sponsoring work permits. TMX is committed to a collegial work environment that treats all individuals with dignity and respect and reflects the diversity of the community in which we operate. We provide accommodations for applicants and employees who require it. #J-18808-Ljbffr