Current jobs related to Client and Capitalization Records Platform - Toronto - Osler

  • Director, Tax

    3 weeks ago

    Toronto, Canada PLATFORM Full time

    Join to apply for the Director, Tax & Estate Planning role at PLATFORM Platform Financial Group is a specialized life insurance advisory dedicated to providing advanced life insurance services with a strong focus on Tax & Estate Planning. Serving business owners, high-net-worth families, and individuals, Platform Financial delivers tailored strategies that...

  • Account Associate, Private Client Group

    3 days ago

    Toronto, Canada PLATFORM Insurance Full time

    **How you will Impact PLATFORM** **How you will be Successful** - Ensure PLATFORM’s quality of service standards is always upheld with clients - Prepare and review client documentation including renewal reports - Quote and bind coverages for new and existing clients - Process changes on partner portals - Seek ways to upgrade insurance market knowledge,...

  • Director, Tax

    3 weeks ago

    Toronto, Canada PLATFORM Insurance Full time

    Director Tax & Estate Planning Platform Financial Group is a specialized life insurance advisory dedicated to providing advanced life insurance services with a strong focus on Tax & Estate Planning. Serving business owners high‑net‑worth families and individuals Platform Financial delivers tailored strategies that address complex ownership structures...

  • Director, Tax

    3 weeks ago

    Toronto, Canada PLATFORM Insurance Full time

    Director Tax & Estate Planning Platform Financial Group is a specialized life insurance advisory dedicated to providing advanced life insurance services with a strong focus on Tax & Estate Planning. Serving business owners high‑net‑worth families and individuals Platform Financial delivers tailored strategies that address complex ownership structures...

  • Director, Tax

    1 week ago

    Toronto, Ontario, Canada PLATFORM Insurance Full time

    ←Back to all jobs at PLATFORM InsuranceDirector, Tax & Estate PlanningPlatform Financial Group is a specialized life insurance advisory dedicated to providing advanced life insurance services with a strong focus on Tax & Estate Planning. Serving business owners, high-net-worth families, and individuals, Platform Financial delivers tailored strategies that...

  • Associate, Client Success Team, Capital Markets

    4 hours ago

    Toronto, Canada Royal Bank of Canada Full time

    **What is the opportunity?** We are seeking a highly organized and detail-orientated capital markets onboarding analyst, responsible for the entire workflow, providing a professional, responsive, and accurate service to client and internal business partners. Leverage knowledge of the client onboarding policies and Capital Markets operations to ensure...

  • Student, Platforms

    2 days ago

    Toronto, Canada OMERS Full time

    Choose a workplace that empowers your impact. Join a global workplace where employees thrive. One that embraces diversity of thought, expertise and experience. A place where you can personalize your employee journey to be — and deliver — your best. We are a purpose-driven, dynamic and sustainable pension plan. An industry leading global investor with...

  • Senior Associate Advisor

    2 weeks ago

    Toronto, Canada PLATFORM Full time

    OverviewJoin to apply for the Senior Associate Advisor role at PLATFORM Financial Group.About PLATFORM FinancialPlatform Financial Group is dedicated to providing advanced life insurance advisory services with a strong focus on Tax & Estate Planning. Serving business owners, high-net-worth families, and individuals, PLATFORM Financial delivers tailored...

  • Finance Associate

    1 week ago

    Toronto, Canada PLATFORM Insurance Full time

    **How you will Impact PLATFORM** **How you will be Successful** ****- Support the finance team in daily functions including premium payable reconciliations, bank deposits, vendor payments, employee reimbursements, account reconciliations, and ad hoc requests - Coordinate, process and record client deposits - Process and record payments to vendors in a...

  • Director, Tax

    3 weeks ago

    Toronto, Canada PLATFORM Full time

    Join to apply for the Director, Tax & Estate Planning role at PLATFORMPlatform Financial Group is a specialized life insurance advisory dedicated to providing advanced life insurance services with a strong focus on Tax & Estate Planning. Serving business owners, high-net-worth families, and individuals, Platform Financial delivers tailored strategies that...

Client and Capitalization Records Platform

2 weeks ago

Toronto, Canada Osler Full time

Osler, Hoskin & Harcourt LLP is one of Canada’s leading business law firms. Advising many of Canada’s corporate leaders, as well as U.S. and international parties with extensive interest in Canada, our more than 1,000 firm members are based in offices in Toronto, Montréal, Ottawa, Vancouver, Calgary and New York.

Osler prides itself on attracting and maintaining some of the brightest talent in the legal arena. Our lawyers, students, management and staff have created a unique firm culture which nurtures mentoring and the exchange of ideas. Osler is a dynamic and exciting place to further your career or carve out a new path.

Reporting to the Senior Manager, EHG Practice, the Client and Capitalization Records Platform Specialist will be responsible for the setup, reconciliation and maintenance of client equity data on various equity management platforms, with a primary focus on Carta. The Client and Capitalization Records Platform Specialist will work alongside clients and legal and administrative team members.

**Major Responsibilities**:

- Managing the migration of client equity data (shares, options, convertible securities) from client minute books to equity management solutions such as Carta, including reviewing and extracting relevant information from corporate records and inputting information into Carta in the appropriate format
- Coordinating the Carta onboarding process for clients, including liaising between the Carta team and the client
- Establishing expertise as a super-user of Carta and working with the Carta team to develop processes that comply with Osler standards (e.g. Canadian stock option requirements; Canadian tax requirements)
- Working with clients and Carta customer support to troubleshoot problems
- Reconciling and resolving discrepancies between minute book records and data stored on equity platforms, including working with complex capitalization tables, lengthy minute books, and datasets consisting of multiple financing rounds
- Collaborating with lawyers in the Emerging High Growth Companies Group to reconcile deficiencies in client equity data, including conducting audits to ensure integrity and accuracy of data sets
- Updating and maintaining client Carta accounts to reflect changes in equity data such as (i) share issuances, exchanges and transfers in connection with primary and secondary financing rounds, and (ii) stock option administration including option issuances, option exercises, and amendments to equity incentive plans

**Position Requirements**

Education and Experience

**Knowledge and Skills**
- Strong analytical skills, attention to detail and a problem-solving mindset
- Ability to manage and prioritize tasks with competing deadlines
- Familiarity and experience working with equity management software (e.g. Carta, Shareworks, Pulley) and legal entity management software (e.g. ALF Corporate, Athennian)
- Strong verbal and written communication skills
- A team player who also works well independently
- Customer service oriented
- Strong ability to learn existing business practices

For the safety of firm members and visitors, Osler is committed to complying with the recommendations of public health authorities, including with respect to adopting mandatory vaccination policies. Employment at Osler is therefore conditional on complying with any vaccination policies that Osler may adopt from time to time in response to the recommendations of public health authorities.

We are currently working in a hybrid work arrangement, which includes a requirement to work partially in the office.

**Accessibility and Accommodation**

**Background and Reference Checks**

Please note that any offer of employment will be conditional upon background and reference checks, including a criminal record check, credit check, and employment and educational verifications.

If you have the required background with the ability to provide exceptional customer service and wish to work in one of Canada's leading law firms, please reply in confidence with a cover letter and résumé by the closing date.