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Associate Trust Officer
Computershare UK. Set up new document files, including trust records, written desk operating procedures, initial billing, billing files, and accurate system records .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in document administration, billing accuracy, and client-file management within the corporate trust and securities industry. Proficient in Microsoft Word and Excel, with strong attention to detail and the ability to work effectively under pressure.
Highest-signal resume keywords
Document AdministrationBilling AccuracyClient-File ManagementMicrosoft ExcelCorporate Trust Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Document File SetupBilling CorrectionsAccounts Receivable MonitoringResearch and Inquiry ResponseDrafting Correspondence
Soft Skills
Detail-OrientedTeam CollaborationAbility to Work Under PressureMeeting Deadlines
Tools & Technologies
Microsoft WordMicrosoft Excel
Certifications & Qualifications
Canadian Securities Course
Industry Keywords
Corporate TrustSecurities IndustryFinancial ExperienceEscrow AdministrationWarrant Exercises
About the role
Key responsibilities & impact- Set up new document files, including trust records, written desk operating procedures, initial billing, billing files, and accurate system records
- Provide technical and administrative support for escrows and paying agencies, warrants, subscription receipts, and P3 administration
- Administer a portfolio of accounts thoroughly, professionally, and efficiently
- Ensure accurate billing of fees
- Research and respond to inquiries from investors, issuers, and other clients regarding client-file administration
- Review document provisions in consultation with the Corporate Trust Officer
- Monitor agreement covenants and diarize requirements to ensure timely execution of duties
- Coordinate delivery of notices, share certificates, escrow releases, warrant exercises, and debenture conversions
- Assist with closings, document execution, and obtaining required documentation
- Assist with aged receivables, billing corrections, billing research, and accounts-receivable monitoring
- Draft correspondence and prepare client statements
- Assist with mailings and debtholder/warrant holder meetings
- Assist with team office projects as requested by management
Requirements
What you’ll need- College diploma in a related field
- University degree, Canadian Securities Course, or other Securities Industry training courses would be an asset
- Knowledge of Microsoft Word
- Strong Excel knowledge
- Ability to work within a team
- Ability to work under pressure and meet deadlines
- Detail-oriented
- 3-5 years in an office setting; legal, securities industry, or financial experience preferred
- Knowledge of Corporate Trust business would be considered an asset
Benefits
Comp & perks- Flexible work to help you find the best balance between work and lifestyle
- Health and wellbeing rewards that can be tailored to support you and your family
- Salary sacrifice to purchase company shares, with a company contribution
- Recognition awards
- Team get togethers
- Support to invest in your future
- Welcoming and close-knit community
- Experienced colleagues ready to help you grow