Position Title: Transfer Coordinator

Posting Date: Jan 29 2010

Date Required: Immediately

Under the supervision and guidance of the Manager of Stock Transfer, the Transfer Coordinators’ key responsibilities include but are not limited to the following:

• Responding to inquiries from securityholders, their representatives and members of the investment community
• Receipting and data processing of securities transactions
• Verification of securityholder information
• Research and analysis
• Providing general administrative support

A successful Transfer Coordinator will possess:

• Strong computer skills including Word, Excel and Outlook
• Excellent customer service skills
• Uncompromising attention to detail and accuracy
• Strong organizational skills, allowing you to multi-task , prioritize and meet time sensitive deadlines
• Excellent interpersonal skills with the ability to work collaboratively with other team members within a fast paced office environment

Position Title: Registered Plans Coordinator

Posting Date: Dec 14, 2009

Date Required: Immediately

A successful Registered Plans Coordinator will:

• possess a keen eye for detail in a fast paced and sometimes stressful environment
• have the ability to manage a workload and be able to establish priorities
• possess strong communication skills
• be self motivated and work well both individually and as part of a team

Position Description:

• opening new client accounts
• reviewing documents to ensure they are complete and accurate
• posting and balancing deposits to client accounts including interest, dividends, contributions and fee cheques
• performing other duties such as investment purchases, updating client spreadsheets and de-registrations

Essential Skills:

• Intermediate computer skills including MS Office (Word, Excel and Outlook)
• Attention to detail and accuracy in all aspects of work
• Excellent organizational and communication abilities (verbal and written)
• Excellent analytical and problem solving skills

Position Description:

Under the supervision and guidance of an Account Officer, the Corporate Administrators' duties include but are not limited to the following:

• processing security issuances / cancellations as per the direction of the issuer and reporting transactions to regulatory bodies;
• processing the conversion of exchangeable securities (i.e. warrants, exchangeable shares, etc.)
• SEDAR filings;
• administrating escrow agreements;
• coordinating and administrating security holder mailings, including monitoring the activities of temporary personnel;
• requisitioning reports, compiling and analyzing data and preparing reports;
• administrating security holders meeting files, preparing and disseminating notices, tabulating and auditing of proxies, and attending security holder meeting;
• responding to inquiries from security holders, clients and their representatives and members of the investment industry;
• assisting in the set up of new client files;
• recording fees and expenses for reporting to accounting department;
• providing general administrative support to Account Officer on the day to day maintenance of client accounts and on special projects; and
• working within the Corporate & Shareholder Services team to provide feedback and suggestions on internal processes and initiatives.

A successful Corporate Administrator will possess:

• a keen eye for detail in a fast paced and sometimes stressful environment;
• the ability to manage a workload and be able to establish priorities;
• strong communications skills to effectively respond to internal and external inquiries or concerns;
• a good working knowledge of MS Word, Excel and Outlook;
• the ability to follow direction and protocol and display initiative;
• the ability to quickly adapt to procedures and changes and offer input on the improvement of internal processes;
• strong analytical and research skills; and
• self confidence and motivation.

Most importantly the Corporate Administrator must be a team player who is willing to go the extra mile to ensure that our corporate objectives are met.

The position offers great potential for development of professional skills and advancement.

Position Description:

The Jr. Corporate Securities Administrator must be team oriented, highly organized and possess the ability to work in a fast paced environment and be able to multi-task and prioritize duties. The position offers great potential for development of professional skills and advancement for individuals who are willing to go the extra mile to ensure that our corporate objectives are met. Strong computer skills and professional telephone manners are essential.

Responsibilities:

• Accurate alpha numeric data entry,
• Customer service in-person, telephone, and in writing
• Filing

Skills & Knowledge Required:

• Excellent keyboard skills
• Intermediate or better Excel skills
• Excellent communication skills
• Prior office experience preferred
• Ability to learn and deal in a dynamic environment

Position Description:

Our institution is currently seeking several aggressive Currency Traders at our Calgary location. In this role you will enjoy a positive atmosphere with the potential to be financially successful. If you possess a strong work ethic and have a passion for rapid change this career is for you. There is plenty of autonomy in this role and while working in our team environment; your sales will be your own responsibility.

The successful candidate must be:

• very organized
• detail orientated
• capable of managing multiple tasks
• an effective conversationalist
• a positive, outgoing individual
• very comfortable within a computerized work environment
• capable of working and thinking independently
• professional

Minimum Requirements

Experience in the industry is not necessary, but sales and cold-calling experience is mandatory. An ethical background is required in this position as you must have a criminal record check and be bondable. We will take the time to train you in all aspects of this role that you need in order to make you successful.

A unique compensation package which includes a competitive base salary, bonus plan and commissions puts you in charge of your earning potential.

A successful Transfer Specialist will:

• have proven success within the financial services industry
• possess a keen eye for detail in a fast paced and sometimes stressful environment
• have the ability to manage a workload and be able to establish priorities
• possess strong communication skills to effectively respond to internal and external inquiries or concerns
• have the ability to follow direction and protocol
• be self confident and motivated when working independently or as part of a team

Duties will include:

• auditing, inputting and sending all transfer documents to other financial institutions for various registered plan types
• following-up with the other financial institutions on a weekly basis to determine the status of all pending transfers
• answering phone calls, emails and fax correspondence regarding transfers from internal and external sources
• performing other functions and duties which may be required such as transfer outs, electronic transfers via the ATON system and depositing cheques

Essential Skills:

• Excellent organizational and communication abilities (verbal and written)
• Excellent analytical and problem solving skills
• A good working knowledge of MS Word, Excel and Outlook
• Knowledge of registered plans and the transfer process is a definitely an asset

The position offers great potential for development of professional skills and advancement.