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
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