Senior Associate, Corporate Actions

At Odyssey Transfer and Trust Company, we do things differently. Our core mission is to provide peace of mind to our clients by making things simple, fast, and easy.

Odyssey is a tight-knit, solution‑driven team. Our shared values, as defined by our own employees, guide us in reaching our individual and collective goals:

• We Show Up for Each Other :
  We are in this together! We collaborate and support each other to get results. Our employees are compensated with competitive salaries and a comprehensive benefits package.
• We Build : “Outside the Box” is our playground. We’re not afraid to innovate and tackle tough problems – we’re here to disrupt the industry. Creativity and problem‑solving is not reserved for the Executive team.
• We Get Stuff Done (GSD) :
  We have a notable reputation for being exceptionally responsive. Coming up with a great idea is only part of the solution;
  We take great ideas and put them into action.
• We Do the Right Thing :
  We’re dependable, trustworthy, and proud of our professional standards.

Primary Responsibilities & Attitude

As a Corporate Actions Senior Associate, you will have a strong relationship with all our offices. You are someone they can count on to be available when they need you and you take pride in paying attention to detail and completing tasks efficiently. You’re excited about being part of a fast‑paced, growing company.

You are responsible to:

• Review, batch and process incoming corporate action transactions and transfer requests including reviewing for transferability, recording receipt, or auditing as demand requires
• Delegate the day‑to‑day processing duties as it relates to incoming corporate action transactions and transfer processing to the Associate(s)
• Manage day‑to‑day interactions with shareholders, brokerage firms, and financial institutions with a focus on efficient service and clear communication
• Complete general administrative duties such as banking, mail distribution, and outgoing deliveries
• Research, process, and/or respond to internal and external escalation requests
• Communicate and coordinate service and operational activities amongst the corporate actions team, and amongst other teams within Odyssey
• Maintain a strong focus on retention and growth by delivering exceptional service

Skills and Experience

• Have exceptional attention to detail, communication and organizational skills and ability to prioritize and multi‑task
• Have a solutions‑based attitude, answering inquiries with “yes, I can do that for you” or “let me find a way to make this happen”
• Take pride in their work
• Enjoy working with a small, close‑knit team in a fast‑paced environment
• Completion of Canadian Securities and similar courses is preferred, but not essential
• Have strong proficiency with Office 365, particularly in Excel, and other desktop applications
• Preferably, have a good working knowledge of the securities industry and capital markets

What We Offer:

Paid Time Off:
Vacation, Sick Days, Birthday Day Off

Benefits:
Extended Health, Dental, Life Insurance, ADD, Critical Illness, Short Term Disability, Long Term Disability, Employee Assistance Program, $500 Health Care Spending/Lifestyle Spending Account, 401K Match.