Proxy Associate

At Odyssey Trust Company, we do things differently. Our core mission is to provide peace of mind to our clients by making things simple, fast, and easy.

Odyssey is a tight-knit, solution-driven team. Our shared values, as defined by our own employees, guide us in reaching our individual and collective goals:

- We Show Up for Each Other: We are in this together! We collaborate and support each other to get results. Our employees are compensated with competitive salaries and a comprehensive benefits package.
- We Build: "Outside the box” is our playground. We’re not afraid to innovate and tackle tough problems – we’re here to disrupt the industry. Creativity and problem-solving is not reserved for the Executive team.
- We Get Stuff Done (GSD): We have a notable reputation for being exceptionally responsive. Coming up with a great idea is only part of the solution; We take great ideas and put them into action.
- We Do the Right Thing: We’re dependable, trustworthy, and proud of our professional standards.

Primary Responsibilities & Attitude

The Proxy Associate will be an integral part of our Operations team. On a day-to-day basis you will be responsible for managing and executing proxy-related transactions. Our business is continually evolving, and you will help us shape its growth. We’re looking for someone who is known for their work ethic, taking initiative, and considers themselves to be entrepreneurial, innovative, and likes a challenge.

You will have a strong relationship with all the Client Services teams across Canada. You are someone they can count on to be available when they need you and you take pride in paying attention to detail and completing tasks efficiently. You’re excited about being part of a fast-paced, growing company.

Key Accountabilities

- Tabulating and auditing proxy submissions
- Verifying and processing Broadridge reports
- Handling omnibus (CDS, DTC, Supplemental Omnibus reports) and NOBO loads
- Providing Final Tabulation Report to Client Services
- Creating custom files, importing reports to database, and creating backup reports
- Prorating overvotes
- Processing, analyzing, and curing overvotes and communicating updates with Client Services
- Processing proxy revocations and communicating updates with Client Services
- Monitoring inbox and liaising with securityholders, clients, and internal teams
- Assisting the Operations team with processing tasks, as required
- Accurate tracking and billing of services via internal tracking software
- Maintaining strict adherence to compliance standards
- Maintaining a strong focus on retention and growth by delivering exceptional service
- In addition to the duties listed above, management may request the completion of other duties or projects as assigned

Skills and Experience

- High attention to detail and accuracy
- Strong interpersonal skills with excellent verbal and written communication
- Ability to remain organized while prioritizing multiple tasks with varying levels of urgency
- Solutions-based attitude and an eagerness to drive process improvements by identifying problem areas and presenting solutions to management
- Sound computer skills and ability to adapt to and apply new technologies
- Willingness and desire to achieve personal and team goals
- Ability to maintain confidentiality of any sensitive information as part of the job function.

What We Offer

Paid Time Off: Vacation, Flex Days, Birthday Day off, Bonus Day Off

Benefits: Health and Dental, Life Insurance, Long Term Disability, AD&D, Employee Assistance Program, $500 Health Savings Account, RRSP Match.

We thank all candidates for their interest; however, only those selected for an interview will be contacted. By submitting your resume, you consent to the collection, use and necessary disclosure of the personal information provided during the application and selection process.

We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

Job Type: Full-time

Pay: $50,000.00-$60,000.00 per year

Odyssey Trust Company

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Proxy Associate