Associate Trust Officer

Location: Montréal (Hybrid) In this position, you’ll be based in the Montréal office for a minimum of three days a week, with the flexibility to work from home for some of your working week. If you have a remote location recorded in Fusion this arrangement will continue to be honored if you are successful in your application, provided that: You have a formal accommodation due to a disability, medical or legal reason that enables you to work remotely You’re a redeployment candidate who is under notice of redundancy You were moved to a remote contract as your office was closed We give you a world of potential A role you will love The Associate Corporate Trust Officer assists the Corporate Trust Officer with the set-up, administration and client service relationship of Corporate Trust business to ensure client compliance with covenants in all types of Corporate Trust mandates and offers additional support to the Corporate Trust management team. In particular, the Associate Trust Officer will: Set up new document files to include creating records of trust and written desk operating procedures, initiating initial billing and setting up billing file, and ensuring accurate information is recorded on various systems. Provide the Corporate Trust Department with all technical and administrative support for various types of files, including escrows & paying agencies, warrants, subscription receipts, P3 administration. Administer portfolio of accounts thoroughly, professionally and in a time-efficient manner. Ensure the accurate billing of fees. Research and respond to general inquiries from investors and issuers or other categories of clients, covering all aspects relating to the administration of client files, including review of provisions in documents, in consultation with the Corporate Trust Officer. Monitor compliance with covenants of agreements and diarize requirements to ensure timely execution of Computershare’s duties, which may include the notification to client company and record of receipted documents, with follow-up as necessary. Coordinate accurate and timely delivery of notices, share certificates, escrow releases, warrant exercises, debenture conversions, etc, in compliance with internal requirements & deadlines, and client or legal direction. Assist Corporate Trust Officer in connection with closings and execution of documents, attend closings and ensure Computershare obtains all required documentation. All billing related issues, including aged receivables, billing corrections and billing research items - assist the Corporate Trust Officer with monitoring and controlling accounts receivables in accordance with company guidelines. Draft/prepare correspondence and prepare statements to clients, following up on any action required. Assist the Corporate Trust Officer in connections with mailings, debtholder/warrant holder meetings in accordance with governing documents and the different policies and regulations. Assist with team office projects as requested by management. What will you bring to the role? New thinking and great ideas are vital to our culture of growth, and we’ll make sure you have the support to be a driving force for change. We encourage our people to dive in, roll up their sleeves and take on the many opportunities bound to come their way. We are looking for people with these skills: College diploma in a related field University degree, Canadian Securities Course, or other Securities Industry training courses would be an asset Excellent communication in both French and English Knowledge of Microsoft Word Ability to work within a team Ability to work under pressure and to meet deadlines Detail-oriented Strong Excel knowledge. 3-5 years in an office setting - legal, securities industry, or financial experience preferred. Knowledge of Corporate Trust business would be considered an asset This role with us really is a stand-out position and would really suit you if you have all the experience but also you will be results orientated and quality driven. You will be commercially savvy with strong analytical skills with the ability to foresee any roadblocks or issues. You will be just what we need! If this sounds like a role and organization, you’d love to be part of, apply today!

Location: Canada, CA

Posted Date: 5/10/2025