The Corporate Trust Officer manages and administers a portfolio of client accounts and negotiates new trusteeship and customized agency accounts to meet our clients’ needs and goals while ensuring TSX Trust’s interests are protected. The successful candidate will contribute to the successful growth of our business and be responsible to both manage and develop strong relationships with existing and potential clients and their counsel.
Negotiate the terms of a variety of trust and non-trust agreements of varying complexity under which TSX Trust will assume both contractual and fiduciary obligations, assess degree of associated risk and make recommendations on acceptability of new business and fees to be charged
Represent TSX Trust in managing a portfolio of accounts, including dealing with legal counsel and/or senior officers of client companies on a variety of matters including agreement interpretation issues, corporate defaults, fee schedules and their application, service quality questions, amendments of or special services under existing contracts and other matters.
Analyze and interpret agreements to set up internal operation of file and coordinate with appropriate business units to ensure fulfilment of contractual requirements. Monitor on-going compliance of assigned files by TSX Trust and clients.
Prepare and execute correspondence to clients, their legal counsel or investors. Determine fees and coordinate with Assistant Trust Officer to bill and report all fees for special and ancillary services.
Provide exceptional customer service to corporate clients, their legal counsel and investors.
Identify and escalate matters with appropriate analysis and recommendations to Senior Corporate Trust Officer.
Maintain necessary standards of knowledge and expertise in applicable areas of law, commerce, corporate finance and securities markets as well as internal policies and procedures.
University Degree (law, business, commerce, or finance major)
4-6 years’ experience in financial, corporate/commercial or securities industry OR minimum 1 -3 years’ experience as practicing lawyer
Strong analytical skills and sound judgement
Highly organized with a strong attention to detail
Able to develop and maintain strong relationships with the proven ability to understand clients’ needs, be proactive and creative
Ability to work both independently and as part of a team
Strong ability to balance competing priorities in a time sensitive environment and stay poised and positive
Nice to have(s):
Canadian Securities Course
Operations experience with a financial institution
Experience in structured finance and/or project finance
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.