Administrator, Client Support Services

The client support area administers the responsibilities of processing day to day tasks associated with services provided to transfer agency issuer clients. The main focus is complying with issuer’s regulatory responsibilities to distribute annual meeting and other related materials to their securityholders. The Administrator, Client Support Services will interact with co-workers, relationship managers, vendors, finance and issuers or their agents.

Key Accountabilities:

• Department administration and support
• Efficient use of Excel, Word and Database software

• Support Proxy Setup, Client Service Administration
• Setting up proxy meetings Send notices to appropriate distribution lists
• Following up with Relationship Managers for executed undertakings Download NOBO list files off Broadridge’s website and load it on to TranStar
• Send email to Corporate action to consolidate accounts
• Scan and save CDS holders of record reports
• Booking cheque mailings Booking non-proxy events (ie. Letter of Transmittals)
• Creating mailing estimates and material quantities Reconciling early search and record date quantities
• Track and perform document management tasks

Must Have(s):

• Minimum of 1-year experience in corporate/commercial or securities industry
• Excellent working experience with Microsoft Office Suite (Word, Excel), Gmail/Google
• Database Management
• Relationships: Maintain positive working relationships with others, both internally and externally
• Communication: Excellent/effective oral and written communication skills
• Teamwork: Work cooperatively and effectively with others to set goals, resolve problems, and make decisions to enhance organizational effectiveness; ability to undertake self-directed tasks when necessary
• Independence: Ability to work independently, ensuring outstanding matters are addressed in a timely manner
• Organization: Excellent time management skills; attention to detail; the capacity to prioritize by assessing situations to determine urgency; ability to develop a work schedule, set goals, create / implement actions plans and monitor progress towards goals; and ability to make clear, timely decisions
• Assessment: Anticipate, understand, and respond to the needs of peers, clients and securityholders to meet or exceed their expectations. Read and analyze documents thoroughly
• Attention to detail is very important
• Willingness and ability to adapt to changes and responsibilities
• Other duties may be assigned as necessary
• Flexibility with working overtime when required

Nice Have:

• Proxy / Transfer Agent experience would be considered an asset

In the market for…

• Excitement - Explore emerging technology and innovation, as well as ventures and digital finance that shape the future of global markets! Experience the movement of the market while grounded in the stability of close to 200 years of success.
• Connection - With site hubs in some of the world’s most multicultural cities, we leverage our size and structure to create rich connections and belonging while experiencing powerful global impact through our work.
• Impact - More than a platform, we use our talents to power mission-critical systems that drive global economic advancement, innovation, and growth. As well, our employee-led Team Impact spreads social good via our giving strategy.
• Wellness - From empathetic leadership to a culture of flexibility and balance, we believe wellness at work creates the maximum yield and a stronger “we”. Plus, with a cloud-first and hybrid workstyle, as well as generous time-off and leaves, we support a life well lived!
• Growth - From a growth mindset in our work, to expansion in our business, TMX is home to action-takers energized by the achievement of ambitious growth.