Corporate Trust Officer

February 13 2019
Categories Accounting, Finance, Legal, Paralegal, Trading - Asset management , Banking - Finance - Securities
Toronto, ON
TSX Trust provides corporate trust, transfer, and registrar services. Its corporate trust services include depositary and exchange agent, debt trusteeship, project finance and public-private partnerships, subscription receipt, escrow, warrant, and voting and exchange trustee services. The company also offers transfer and registrar services, such as transfer, meeting, corporate actions, investor, disbursement, and printing services; dividend reinvestment plans; and structured products.

Corporate Trust provides fiduciary and agency services to corporations to facilitate financial and other transactions.

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.

Major Responsibilities

  • 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.

Must haves:

  • 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.

Apply now! network