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About the role

  • Associate Relationship Manager supporting corporate clients, shareholder meetings, and issuer accounts. Providing administrative and reporting services for global financial administrator Computershare.

Responsibilities

  • Provide day-to-day administrative support to Relationship Managers by assisting with client requests
  • Communicate with corporate clients and their counsel regarding shareholder mailings, shareholder meetings, dividends, treasuries, capital reconciliations, billing, audit confirmations and monthly reporting
  • Work independently and with Relationship Managers to deliver accurate and responsive client services related to shareholder meetings, share issuances, reporting and shareholders
  • Collaborate with clients and internal resources on intervention and escalated items to ensure prompt resolution
  • Support shareholder meetings, including coordinating proxy activities, ordering lists, labels and journals, and attending meetings as scrutineer/co-scrutineer
  • Review shareholder, participant and Financial Institution documents for compliance and completeness
  • Assist issuers with special projects, expedited transfers, troubleshooting, problem solving and servicing shareholder accounts
  • Manage and maintain client accounts, including paperwork for reinvestments, withdrawals, transfers, sales and estates
  • Maintain relationships with key client personnel to ensure satisfaction and retention
  • Create and reconcile regular and ad-hoc reports
  • Provide support within the Client Services team as needed

Requirements

  • 2 years administrative experience (Legal, Financial or Securities industry preferred)
  • Client-facing experience with businesses, executives and/or legal counsel
  • Post-secondary diploma or degree
  • Intermediate working knowledge of MS Office suite
  • Ability to multi-task to complete tasks within deadlines
  • Ability to prioritize when encountering conflicting duties
  • Accuracy and attention to detail
  • Strong mathematical and organizational skills
  • Excellent written and verbal English skills

Benefits

  • 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 help you invest in your future
  • Welcoming and close-knit community
  • Experienced colleagues ready to help you grow
  • Flexible work arrangement allowing work from home for part of the week

Job type

Full Time

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

Associate's Degree

Location requirements

HybridCalgaryCanada

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