About the role

Relationship Manager supporting corporate trust clients and negotiating trustee and agency agreements at Computershare. Reviewing transaction documentation, managing account services, and coordinating administrative execution.

Responsibilities

Act as a proficient secondary point of contact for two portfolios of client accounts
Assist Corporate Trust Officers with negotiating new trusteeship and customized agency accounts
Assess associated risk and recommend acceptability of new business and fees
Review and evaluate corporate financing and transaction documentation
Provide backup support for portfolios, including dealing with legal counsel and senior client-company officers
Attend closings and security-holder meetings when required
Interpret agreements and establish internal file operations and administrative setups
Prepare and execute correspondence to clients, legal counsel, and investors
Determine, bill, and report fees for special and ancillary services
Monitor and control accounts receivable with the Corporate Trust Officer
Escalate matters to the Manager and execute assigned special projects
Ensure administrative matters are completed promptly and to a high standard
Stand in for Associate Trust Officers when required
Assist with training and development of Associate Trust Officers
Foster collaboration and common goals within the pod

University Degree (law, business, commerce, or finance major) is preferred
3-5 years of experience in the financial, corporate/commercial, or securities industry at an intermediate or professional level
Canadian Securities Course or other Securities Industry training would be an asset
Corporate Trust Program (Trust Institute, ICB) would be an asset
Ability to work autonomously as well as in a team environment
Adept at prioritizing and managing conflicting deadlines