Odyssey Trust Company · 20 hours ago
Associate, Shareholder Services
Minnesota, United States
Full-time
Onsite
New Grad, Entry LevelOdyssey Trust Company is dedicated to providing peace of mind to clients by simplifying processes. The Associate, Shareholder Services will manage interactions with shareholders and financial institutions, ensuring a positive experience while supporting the company's growth.
FinanceFinancial Services
Hiring Manager
Amy Penner, BCom, CPHR
Responsibilities
Managing day-to-day interactions with shareholders, brokerage firms, and financial institutions in a professional and courteous manner
Resolving shareholder and broker inquiries while maintaining a focus on first point resolution with a positive, empathetic, and professional attitude
Responding to telephone calls, emails, and chat interactions with exceptional care and efficiency, keeping the shareholder experience at heart
Processing simple data entry transactions and as required, complex requests and audits of processed transactions while maintaining a focus on efficiency and accuracy
Completing general administrative duties such as scanning, printing certificates, mail distribution, filing, and outgoing deliveries within established productivity and quality standards
Escalating and handling complex inquiries as needed per documented procedures
When required, receiving visitors at the front desk by greeting, directing, and assisting them appropriately
Maintaining a strong focus on retention and growth by delivering exceptional service
In addition to the duties listed above, management may request the completion of other ad hoc duties or projects
Work collaboratively to carry-out team goals
Qualification
Required
Courteous, professional, and reliable
High attention to detail and accuracy
Excellent verbal and written communication skills
Ability to remain organized while prioritizing multiple tasks with varying levels of urgency
Solutions-based attitude and an eagerness to drive process improvements by identifying problem areas and presenting solutions to management
Sound computer skills and ability to adapt to and apply new technologies
Willingness and desire to achieve personal goals and team goals
Good interpersonal skills
Prior client-facing experience
Preferred
A working knowledge of the securities industry as it relates to transfer agencies
Benefits
Paid Time Off: Vacation, Sick Days, Birthday Day off, Bonus Day.
Extended Health
Dental
Life Insurance
ADD
Critical Illness
Short Term Disability
Long Term Disability
Employee Assistance Program
$500 Health Care Spending Account
401K Match
Company
Odyssey Trust Company
Odyssey Trust Company is a financial services company located in Calgary.
Founded in 2017
51-200 employees
Funding
Current Stage
Growth StageRecent News
2026-01-03
2025-11-07
Company data provided by crunchbase