Associate Trust Officer

3 months ago

Montréal QC, Canada Computershare Full time

**Lieu: Montréal (Hybride)**

Dans le cadre de vos fonctions, vous travaillerez au bureau de Montréal au moins trois jours par semaine en ayant la flexibilité de travailler à domicile les autres jours de votre semaine de travail.

**Un monde de possibilités vous attend**

Êtes-vous prêt à faire carrière dans le secteur des services financiers ? Vous vous intéressez au marché canadien des valeurs mobilières et des obligations ? Si vous avez répondu « OUI », alors cette opportunité de travailler avec une entreprise mondiale est peut-être pour vous Nous sommes à la recherche d’un(e) agent(e) fiduciaire associé(e) à notre bureau de Montréal.

En tant qu’agent fiduciaire associé, vous ferez partie d’une équipe de spécialistes qui fournissent des solutions de services fiduciaires efficaces et efficientes aux entreprises clientes. Entre autres, vous aiderez les agents fiduciaires corporatifs du ministère dans l’exécution de leurs mandats.

**Un rôle qui vous plaira**

L’agent(e) adjoint(e) de fiducie d’entreprise assiste l’agent(e) de fiducie d’entreprise dans la mise en place, l’administration et la relation de service à la clientèle des activités de fiducie d’entreprise afin d’assurer la conformité des clients aux clauses restrictives dans tous les types de mandats de fiducie d’entreprise et offre un soutien supplémentaire à l’équipe de gestion de la fiducie d’entreprise. En particulier, l’agent fiduciaire associé:

- Mettre en place de nouveaux fichiers de documents pour inclure la création de dossiers de confiance et de procédures opérationnelles écrites de bureau, le lancement de la facturation initiale et la mise en place du fichier de facturation, et la garantie que des informations exactes sont enregistrées sur divers systèmes.
- Fournir au service des fiducies de l’entreprise tout le soutien technique et administratif pour divers types de dossiers, y compris les entiercements et les organismes payeurs, les bons de souscription, les reçus de souscription et l’administration des PPP.
- Administrer le portefeuille de comptes de manière approfondie, professionnelle et rapide.
- S’assurer de l’exactitude de la facturation des frais.
- Effectuer des recherches et répondre aux demandes de renseignements généraux des investisseurs et des émetteurs ou d’autres catégories de clients, couvrant tous les aspects liés à l’administration des dossiers des clients, y compris l’examen des dispositions contenues dans les documents, en consultation avec le responsable de la fiducie de la société.
- Surveiller le respect des clauses restrictives des ententes et consigner les exigences afin d’assurer l’exécution en temps opportun des tâches de Computershare, ce qui peut inclure l’avis à l’entreprise cliente et l’enregistrement des documents reçus, avec un suivi au besoin.
- Coordonner la livraison précise et en temps opportun des avis, des certificats d’actions, des libérations d’entiercement, des exercices de bons de souscription, des conversions de débentures, etc., conformément aux exigences et aux délais internes, ainsi qu’aux directives du client ou des services juridiques.
- Aider l’agent fiduciaire de l’entreprise dans le cadre des clôtures et de la signature des documents, assister aux clôtures et s’assurer que Computershare obtient tous les documents requis.
- Toutes les questions liées à la facturation, y compris les anciennes créances, les corrections de facturation et les éléments de recherche sur la facturation - aider le responsable de la fiducie de l’entreprise à surveiller et à contrôler les comptes clients conformément aux directives de l’entreprise.
- Rédiger/préparer la correspondance et préparer les relevés aux clients, en assurant le suivi de toute action requise.
- Assister le responsable de la fiducie corporative dans le cadre des envois postaux, des réunions des détenteurs de créances et des détenteurs de bons de souscription, conformément aux documents constitutifs et aux différentes politiques et règlements.
- Aider à la réalisation de projets de bureau d’équipe à la demande de la direction.

**Compétences requises**

Les nouvelles idées et les grandes idées sont essentielles à notre culture de croissance et nous veillerons à ce que vous ayez le soutien nécessaire pour être une force motrice du changement. Nous encourageons nos employés à se lancer, à se retrousser les manches et à saisir les nombreuses occasions qui se présenteront à eux. Nous recherchons des personnes possédant les compétences suivantes:

- Diplôme d’études collégiales dans un domaine connexe
- Diplôme universitaire, Cours sur le commerce des valeurs mobilières au Canada ou d’autres cours de formation dans le secteur des valeurs serait un atout.
- Excellente communication en français et en anglais
- Solides connaissances d’Excel.
- Connaissance de

  • Associate Trust Officer

    2 weeks ago

    Montréal, QC, Canada Computershare Full time

    **Gestionnaire fiduciaire adjoint **Lieu de travail : Montréal (en mode hybride) Dans ce poste, vous serez basé au bureau de Montréal pour un minimum de trois jours par semaine, avec la flexibilité de travailler à domicile pendant une partie de votre semaine de travail. Apprenez-en davantage sur notre culture de travail flexible chez...

  • Trust Officer

    2 months ago

    Montréal, QC, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As a Trust Officer, you will create an exceptional client experience by providing superior service and a complete range of estate and trust solutions that meet client needs. You will achieve business results in partnership with the team by identifying, growing, and retaining a long-term profitable high net worth...

  • Trust Officer

    3 months ago

    Montréal, QC, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As a Trust Officer, you will create an exceptional client experience by providing superior service and a complete range of estate and trust solutions that meet client needs. You will achieve business results in partnership with the team by identifying, growing, and retaining a long-term profitable high net worth...

  • Corporate Trust Officer

    6 months ago

    Montréal, Canada Computershare Full time

    **SOCIÉTÉ DE FIDUCIE COMPUTERSHARE DU CANADA** **Fiducies d’entreprises, Canada** **Location: Montreal (Hybrid)** This is a hybrid position primarily based in Montreal. We’re committed to your flexibility and wellbeing and our hybrid strategy currently requires two days a week in the office, giving you the option to work remotely for some of your...

  • Trust Associate, Scotiatrust

    1 month ago

    Montréal, QC H3A 3L6, Canada Scotiabank Full time

    Requisition ID: 210397 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Trust Associate in a Scotia Wealth Management Office, you provide proactive administrative and client service support to a Trust Officer and their account portfolio of varying size and complexity with the day to management,...

  • Private Trust Associate

    6 months ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 177767 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. At MD Financial Management, we help Canadian physicians achieve financial well-being by focusing on their distinctive needs and operating in their best interests. Our commitment to work/life integration, employee well-being and...

  • Bilingual Private Trust Associate, Md Private Trust

    6 months ago

    Montréal, Canada MD Financial Management Full time

    Requisition ID: 195047 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. At MD Financial Management, we have one mandate: to help Canadian physicians achieve financial well-being by focusing on their distinctive needs and operating in their best interests. Our commitment to work/life integration,...

  • Cibc - Associate Trust and Estate Consultant

    6 months ago

    Montréal, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Trust and Safety Specialist

    7 months ago

    Montréal, Canada Aylo Careers Full time

    We are looking for a meticulous Trust and Safety Specialist to join our highly specialized team. The Trust and Safety team plays an important role within our organization in ensuring that our high-traffic platforms are safe, secure and that legal requirements are met. **What you will be doing**: - Review and process requests from legal or law enforcement...

  • Regional Estate

    6 months ago

    Montréal, Canada MD Financial Management Full time

    Requisition ID: 182337 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Summary: The Regional Estate and Trust Administrator provides administrative support to the Estate and Trust Advisor (ETA) and Regional Trust Officer (RTO) in the regional MD Private Trust Office. They will assist in the...

  • Regional Estate

    7 months ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 175589 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Summary: The Regional Estate and Trust Administrator provides administrative support to the Estate and Trust Advisor (ETA) and Regional Trust Officer (RTO) in the regional MD Private Trust Office. They will assist in the...

  • Administrative Assistant, Private Trust

    6 months ago

    Montréal, Canada TD Bank Full time

    **Administrative assistant, Private Trust**: - 431421BR **Job Category - Primary** - Wealth Management **Work Location** - 1350 Rene-Levesque Blvd Corporate **Employment Type** - Regular **City** - Montreal **Time Type** - Full Time **Province/State** - Quebec **Hours** - 37.5 **Workplace Model** - Hybrid **Pay Details** **Department...

  • Research Associate

    3 weeks ago

    Montréal, QC, Canada Lallemand Full time

    **Posting Period** From November 29, 2024 to December 31, 2024 **Country or region** Canada **Location** Montréal, Québec **Business Unit** Bio-Ingredients **Department** Research and Development **Entry date** February 01, 2025 **Job Status** Temporary - Full time (18 months) **Minimal required work experience** 3 years **Minimal education level...

  • Bilingual Associate Investment Counsellor

    2 months ago

    Montréal, QC, Canada Manulife Full time

    **Bilingual Associate Investment Counsellor (AIC), Montreal **We are seeking a highly professional individual to assist an Investment Counsellor (IC) based in Montreal in maintaining and growing existing client relationships and actively participating in various initiatives aimed at continuously improving customer satisfaction and engagement. Serving high...

  • Associate

    2 months ago

    Montréal, QC, Canada Aon Corporation Full time

    Posting Description: **Associate** This is a hybrid role with the flexibility to work both virtually and from our Montreal office. Applicants must be legally authorized to work in Canada. This role is not eligible for sponsorship, and we are unable to sponsor or take over sponsorship of an employment visa or work permit. **Aon is in the business of better...

  • Residential Underwriter

    6 months ago

    Montréal, Canada Home Trust Company Full time

    Company Profile Home Trust Company has developed a track record of success as Canada’s leading alternative lender, employing nearly 850 people in our Toronto headquarters and branches across the country. Building on the demonstrated strength of our core residential and commercial mortgage lending business, the Company and its affiliates also offer...

  • Retail Sales Associate, Montréal Trust

    3 weeks ago

    Montréal, QC, Canada Best Buy Express Full time

    **Req Id**:421442 Join us as we embark on this new journey, blending the best in tech retail with cutting-edge telecommunications services. At Best Buy Express we believe one of our most important assets is our people. We pride ourselves on hiring the best talent and creating a dynamic workplace where talents are utilized, opinions matter, and fun is...

  • Trust Officer

    7 months ago

    Montréal, Canada BMO Financial Group Full time

    1250 boul Rene Levesque Ouest Montreal Quebec,H3B 4W8 Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides technical expertise for all aspects of Trust & Estate account management and administration to ensure compliance. Works collaboratively within the branch and the regional team as part...

  • Fiduciary Services Associate

    4 months ago

    Montréal, QC, Canada National Bank of Canada Full time

    A career as a Trust Services Associate, you’ll act as a trusted professional to clients and provide quality service and support that is tailored to clients’ needs. In this role, you’ll contribute to the sector’s mission, which is mainly to offer personal trust services to affluent clients. **Your job**: - Assist Trust Services Managers (TSMs) in...

  • Associate

    2 months ago

    Montréal, QC, Canada Aon Full time

    This is a hybrid role with the flexibility to work both virtually and from our Montreal office. Applicants must be legally authorized to work in Canada. This role is not eligible for sponsorship, and we are unable to sponsor or take over sponsorship of an employment visa or work permit. Aon is in the business of better decisions At Aon, we shape decisions...