Account Executive at Odyssey Trust Company

Become an Account Executive at Odyssey Trust Company in Calgary and be part of a dedicated team focused on delivering outstanding client service. Take the lead on innovative solutions that drive results for our clients. This role is essential for managing client interactions and overseeing service delivery processes. Your entrepreneurial mindset and attention to detail will help you facilitate seamless communication and service for clients and their advisors. We seek someone who is results-oriented and dedicated to crafting exceptional client experiences. Key Responsibilities:

• Manage all interactions and service requests from clients
• Coordinate timely processing of treasury and dividend orders
• Ensure organized and accurate client account management
• Plan and execute shareholder meeting preparations
• Collaborate on innovative solutions within the team

Requirements:

• Prior experience in financial services or brokerage roles
• Strong communication and organizational skills
• Ability to prioritize and multitask effectively
• Proficient in Microsoft Office 365
• Educational background in finance or related fields preferred

Utilize your expertise to enhance client relationships and bring innovative solutions to the forefront with Odyssey Trust Company. #J-18808-Ljbffr