Corporate Trust Officer (18 Month Contract) Contract

Job Description Summary :

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

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

Major Responsibilities :

Negotiate the terms of a variety of 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.
Represent TSX Trust in managing a portfolio of 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 internal operation of file and provide administrative direction to administrators and/or related departments. Ensure/monitor compliance with all portfolio agreements by TSX Trust and clients.
Prepare and execute correspondence to clients, their legal counsel or investors. Determine, bill and report all fees for special and ancillary services. Monitor and control accounts receivable.
Provide exceptional customer service to corporate clients, their legal counsel and investors, with a view to fostering growth with respect to existing client relationships.
Identify and escalate matters with appropriate analysis and recommendations to either the Senior Corporate Trust Officer or VP, Corporate Trust.
Identify opportunities for and participate in developing new business and product offerings. Contribute to building new business relationships with prospects and participate in initiatives to grow the Corporate Trust book of business.
Maintain necessary standards of knowledge and expertise in applicable areas of law, commerce, corporate finance and securities markets as well as internal policies and procedures.
Demonstrate an understanding of the Project Finance space and be able to communicate with clients, counsel, prospects in terms of the multiple roles performed by TSX Trust in this space; further, bring an understanding of the administrative requirements and the basic structures of each such role;
Must have skills:

Post Secondary Education in a relevant field such as law, business, commerce, or finance
Minimum 1-3 years’ experience as practicing lawyer OR 3-5 years’ experience in corporate actions, financial, corporate/commercial or securities industry
Excellent verbal and written communication skills
Strong analytical skills and sound judgement
Demonstrated ability to take initiative, be adaptable and creative
Ability to work both independently and as part of a team, balancing competing priorities in a time sensitive environment
Nice to haves:

Canadian Securities Course
Management experience leading small teams
Corporate Trust specific courses and/or designations
Education:

University education