Associate Relationship Manager

Location:

Calgary, Canada Hybrid  In this position, you’ll be based in our Calgary office for a minimum of three days a week, with the flexibility to work from home for some of your working week. Find out more about our flexible work culture at  .

Job Description

Location:

Calgary, Canada Hybrid  In this position, you’ll be based in our Calgary office for a minimum of three days a week, with the flexibility to work from home for some of your working week. Find out more about our flexible work culture at  .
We give you a world of potential  We are looking for an Associate Relationship Manager (ARM) to join our team. You will be responsible for providing day to day administrative support to the Relationship Managers (RM) by assisting with client requests. Responsibilities could include but are not limited to communicating with corporate clients and their counsel in connection with shareholder mailings, shareholder meetings, dividends, treasuries, capital reconciliations, billing, audit confirmations and monthly reporting.
A role you will love  A successful Associate Relationship Manager is an individual who can manage multiple requests/tasks coming at them all at once, someone who can take direction as well as take initiative and someone who enjoys client interaction.
Lastly, an Associate Relationship Manager is extremely organized, is proactive in every manner and has curiosity to go learn about all things in relation to the transfer agency world! If you are a new graduate or someone who is looking for their first career role, this may be the role for you!
Other Duties Will Include   Work independently, and in partnership with the Relationship Manager to ensure accurate and responsive delivery of client services to related to shareholder meetings, share issuances, reporting and shareholders.
Work closely with clients, and internal resources on intervention and escalated items to ensure prompt resolution.
Perform support activities for shareholder meetings from coordination of proxy activities, including ordering lists, labels and journals, to attending shareholder meetings as scrutineer/co-scrutineer.
Review documents submitted by shareholders, participants and Financial Institutions to ensure they are compliant and complete.
Assist issuers with special projects, expediting transfers, troubleshooting, problem solving and servicing of all issuer’s shareholder’s accounts.
Manage and maintain client accounts, including receiving paperwork for reinvestments, withdrawals, transfers, sales and estates and routing processing to appropriate areas.
Maintain relationships with key personnel of clients ensuring satisfaction and retention.
Create and reconcile reports on regular and ad-hoc basis.
Provide support as needed within the Client Services team
What Will You Bring To

The Role   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.
Rewards designed for you
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.
Invest in our business  by setting aside salary to purchase shares in our company, and you’ll receive a company contribution as well.
Extra rewards  ranging from recognition awards and team get togethers to helping you invest in your future.
And more.  Ours is a welcoming and…