Coordinator, Ethics and Compliance

1 week ago

Montréal, Canada Otéra Capital Full time

Otéra Capital Inc. is a major institutional commercial real estate debt player across North America and a leader in Canada, known for its expertise, professionalism and reliability. Otera's success is largely based on the talent, expertise and complementarity of its employees.

The group offers an environment that is both stimulating and dynamic, where we pursue excellence, we care, we innovate, we take ownership and we collaborate. Otera employees benefit from a competitive global compensation package, as well as professional development and wellness programs.

**Your role**:
**Your responsibilities**:

- Assists team members in the performance of their duties;
- Writes, lays out, corrects, prints, translates and revises various documents (letters, tables, presentations, reports, including procedures and policies, etc.) for the Team and updates them;
- Makes requested changes to standardized documents and notes, ensuring compliance with prescribed standards and proper formatting;
- Participates in various initiatives and projects of the organization, particularly in the area of document management, and ensures the electronic and physical filing of documentation;
- Performs and coordinates the filing of closing documents;
- Follows up on invoicing and payment of services to various registries and/or external consulting organizations;
- Assists in the development of training materials;
- Verifies amendments to annual employee declarations as part of the bi-annual ethics certification;
- Maintains ethics and compliance registers and employee personnel files regarding their declarations related to the code of ethics
- Performs certain conflict of interest searches in relation to the registers set up for employees, officers, and directors;
- Supports the audit work related to the protection of personal information of employees and third parties;
- Supports the monitoring of compliance with regulatory obligations applicable to Otéra's senior executives and directors through annual filings;
- Manages the agenda and organizes the team's meetings.

**Your profile**:

- College diploma - legal or secretarial technique or document management or administrative support.
- Minimum of two (2) years of experience in a similar position.
- Excellent knowledge of Microsoft Office software (Word, PowerPoint, Excel and Outlook).
- Excellent knowledge of text formatting.
- Strong ability to learn computer systems.
- Excellent organizational skills, resourceful, meticulous and collaborative.
- High sense of initiative.
- Ability to work under pressure; good time management and ability to manage multiple tasks and people simultaneously.
- Strong sense of priorities, team player and good interpersonal skills.
- Discretion and judgment in handling sensitive and confidential matters.
- Ability to work independently with mínimal supervision.
- Excellent French and English grammar.
- Bilingualism in written and spoken French and English
- As Otéra has operations in Canada and the United States, the person will be required to interact with our various teams based in Montreal, Toronto and New York.

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