Assistant Trust Officer

Venture outside the ordinary - TMX Careers

The TMX group of companies includes leading global exchanges such as the Toronto Stock Exchange, Montreal Exchange, and numerous innovative organizations enhancing capital markets.  United as a global team, we're connecting cross-functionally, traversing industries and geographies, moving opportunity into action, advancing global economic growth, and propelling progress. Through a rich exchange of ideas, meaningful collaboration, and a nimble operating model, we're powering some of the nation's most critical systems, fueling capital formation and innovation, bringing increased opportunity to business visionaries, product ingenuity to consumers, and career exploration to our team.

Ready to be part of the action?

The Assistant Trust Officer will provide support to the Corporate Trust team and perform a wide range of services to Corporate Trust clients, including the
administration of bond and debenture issues, escrow agreements, etc.

This role is hybrid days/week in the office) - based in Montreal, QC.

Key accountabilities:

• Respond to day-to-day requests from clients.

• Identify and interpret the service requirements of each corporate client and coordinate the 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. Maintain responsibility for aging receivables, ensuring all appropriate actions are taken.

• Coordinate redemptions, interest payments and maturities.

• Set up new accounts, including the 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(s):

• 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 in English required (contacts and collaboration with clients and colleagues English only might be needed)

• Communication: 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: Show 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, an asset

In the market for…

Excitement - Explore emerging technology and innovation, as well as ventures and digital finance that shape the future of global markets Experience the movement of the market while grounded in the stability of close to 200 years of success.

Connection - With site hubs in some of the world's most multicultural cities, we leverage our size and structure to create rich connections and belonging while experiencing powerful global impact through our work.

Impact - More than a platform, we use our talents to power mission-critical systems that drive global economic advancement, innovation, and growth. As well, our employee-led Team Impact spreads social good via our giving strategy.

Wellness - From empathetic leadership to a culture of flexibility and balance, we believe wellness at work creates the maximum yield and a stronger "we". Plus, with a cloud-first and hybrid workstyle, as well as generous time-off and leaves, we support a life well lived 

Growth - From a growth mindset in our work, to expansion in our business, TMX is home to action-takers energized by the achievement of ambitious growth.

Ready to enrich your career with impactful work, leaders who truly care, and the flexibility and programs to help you thrive as part of #TeamTMX ? Apply now.

Please note that our company is not currently sponsoring work permit applications and the applicant must be authorized to work in the country where this position is located. 

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. We provide accommodations for applicants and employees who require it.