Corporate Trust Officer
Toronto, CA
2d ago

Reporting to the Senior Corporate Trust Officer, the Corporate Trust Officer runs and coordinates a portfolio of client accounts and negotiates new trusteeship and customized agency accounts ensuring TSX Trust’s interests are protected from risk.

Key Responsibilities

  • Negotiate the terms of multiple trust and agency agreements of varying complexity under which TSX Trust will assume both contractual and fiduciary obligations, assess the degree of associated risk, and make recommendations on acceptability of new business and fees to be charged
  • Review and evaluate all legal documentation on corporate financing and on other transactions to ensure they are in forms that meet, and can be administered to meet, standards adequate for the protection of TSX Trust.
  • Oversee and control accounts receivable.
  • Represent TSX Trust in handling multiple accounts, including dealing with legal counsel and / or senior officers of client companies on a frequent basis regarding a variety of matters, e.
  • g. attendance at closing, agreement interpretation issues, corporate defaults or restructuring, service quality questions, amendments of or special services under existing contracts and other matters in connection with client service

  • Analyze and interpret agreements to set up an internal operation of the file and provide administrative direction to administrators and / or related departments.
  • Ensure / supervise compliance with all portfolio agreements

  • Prepare and execute correspondence to clients, legal counsel, or investors. Resolve, bill, and report all fees for special and ancillary services.
  • Provide outstanding customer service to corporate clients, their legal counsel and investors, with a view of encouraging growth with respect to established client relationships.
  • Identify and advance matters with appropriate analysis and recommendations to either the Senior Corporate Trust Officer or VP, Corporate Trust.
  • See opportunities to participate in developing new business and product offerings.
  • Maintain vital standards of knowledge and expertise in applicable areas of law, commerce, corporate finance, and securities markets as well as internal policies and procedures.
  • Demonstrate a keen understanding of the Project Finance space with the ability able to connect with clients, counsel, prospects in terms of the multiple roles performed by TSX Trust in this space
  • Skills Required :

  • Post Secondary Education in a relevant field such as law, business, commerce, or finance
  • Minimum 1-3 years of active experience in the securities industry
  • Excellent verbal and written communication skills
  • Strong analytical skills and good judgment
  • Demonstrated ability to take initiative, be adaptable and creative
  • Ability to work both independently and as part of a team, balancing opposing priorities in a time-sensitive environment
  • Preferred Industry Experience

  • Completed the Canadian Securities Course
  • Experience as a practicing lawyer would be considered an asset
  • Management experience leading small teams
  • Corporate Trust specific courses and / or designations
  • TMX is committed to creating and sustaining a collegial work environment in which all individuals are treated with dignity and respect and one which reflects the diversity of the community in which we operate.

    We provide accommodations for applicants and employees who require it.

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