Senior Associate, Corporate Actions jobs in United States
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Odyssey Trust Company · 1 month ago

Senior Associate, Corporate Actions

Odyssey Trust Company is a tech-forward transfer agent and trust company that is modernizing the infrastructure of modern markets. The Senior Associate, Corporate Actions role involves managing corporate action transactions and ensuring exceptional service to clients while collaborating with various teams.

FinanceFinancial Services

Responsibilities

Communication and coordination of service and operational activities within the Corporate Actions team, in partnership with cross-functional teams throughout the organization
Process incoming corporate action transactions including reviewing documentation, transaction processing, and reconciliation
Manage day-to-day interactions with internal and external stakeholders with a focus on efficient service and clear communication
Maintain a strong focus on client retention and growth by delivering exceptional service

Qualification

Transfer agent experienceSecurities industry experienceOffice 365 proficiencySolutions-based attitudeAttention to detailCommunication skillsOrganizational skillsTeam collaboration

Required

Exceptional attention to detail, communication and organizational skills and ability to prioritize multiple workstreams
Have a solutions-based attitude, answering inquiries with 'yes, I can do that for you' or 'let me find a way to make this happen'
Enthusiasm for working with a small, close-knit team in a fast-paced environment
Have strong proficiency with Office 365, particularly in Excel, and other desktop applications

Preferred

Prior transfer agent or securities industry experience is desired

Benefits

Health and dental insurance
Life and AD&D coverage
Long-term disability
An employee assistance program
$500 health savings account
Competitive 401(k) match

Company

Odyssey Trust Company

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Odyssey Trust Company is a financial services company located in Calgary.