Position Title: Transfer Coordinator

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

Date Required: Immediately

The Registered Plans Coordinator focuses on account processing and this entry level position forms the basis of a career path with excellent opportunity for advancement.

Position Responsibilities:

• Open new client accounts
• Review documentation for completeness and accuracy
• Post and balance deposits to client accounts including interest, dividends, contributions and fee cheques
• Other duties such as investment purchases, updating spreadsheets, and de-registrations

Qualifications:

• Intermediate computer skills including Microsoft Office (Word, Excel, Outlook)
• Strong analytical and problem solving skills
• Ability to manage workload and prioritize
• Excellent communication skills, both verbal and written

Position Title: Registered Plans Officer

Date Required: Immediately

The Registered Plans Officer focuses on Customer Service and effective transaction administration. Candidates require previous experience within the financial services industry.

Position Responsibilities:

• Establish excellent working relationships with, and between, customers and investment promoters
• Process ownership for transactions while utilizing the skills and time of other Registered Plans teams
• Provide expert administrative/procedural knowledge for assigned investment companies
• Handle customer inquiries on a broad range of topics
• Remain current on legislation, policies and procedures related to products and services

Qualifications:

• Technical knowledge of registered plan types
• Ability to manage workload and prioritize in a fast-paced environment
• Proven teamwork experience with the ability to provide direction
• Excellent communication skills, both verbal and written
• Intermediate computer skills including Microsoft Office (Word, Excel, Outlook)

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 successful candidate must be highly organized and possess the ability to work in a fast paced environment. Understanding of bonds, debentures and securities in general, along with a solid comprehension of legal terminology would be definite assets. Aptitude using computers, solid verbal and written communication skills, and the ability to effectively multi-task are requirements of the position. Previous experience in the Securities Industry preferred.

Duties

• Monitoring and diarizing interest payments & compliancy obligations.
• Mailings of securities, meeting materials and correspondence to security holders.
• Preparation for issuers' closings.
• Handling of subscription funds in accordance with current procedures.
• Creation of new business files including completion of documents, preparation of record of trust and diaries.
• Preparation of Audit Confirmations.
• Administrative support to the Trust Officers.
• Other duties as required.

Minimum Requirements

• Intermediate level of MS Word, Excel and Outlook
• Detail oriented with focus on accuracy and understanding
• Strong analytical, research and follow-through skills
• Services oriented - dealing with clients and the legal community
• Proven ability to work as a team and to work independently
• Ability to facilitate and adapt to progressive change

Skills and Background:

The Currency Trader role is very demanding and requires someone who has an excellent work ethic and attitude. There is plenty of autonomy in this role and while working in our team environment; your sales will be your own responsibility. Specific skills that the Currency Trader must possess include:

• Being very organized
• Attention to detail
• Ability to manage multiple tasks
• Strong communication skills (as you will be talking with clients on the phone regularly)
• A positive, outgoing attitude with a view to long-term growth
• Very comfortable in a computerized work environment
• Willingness to learn
• Willingness to work and think independently
• Being very confident with selling yourself in a professional environment

Experience in the industry is not necessary but sales experience is required. An Ethical background is required in this position as you must 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.

Compensation & Benefits

An excellent compensation package that includes a competitive base salary, bonus plan, commissions and benefits.

Your commitment to our team will be rewarded with an exceptional opportunity to benefit from a growing income in a fun work environment. If you would like to be part of this exciting team and growth opportunity, we want to hear from you!