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About the Role
The Corporate Trust Officer (Relationship Manager III) manages and administers client accounts, negotiates new trusteeship and agency accounts, and ensures Computershare's interests are protected from risk while providing high service levels to corporate clients, legal counsel, and investors. This role involves executing documents that commit Computershare to specific terms and conditions.
Responsibilities
- Negotiate the terms of trust and non-trust agreements, assess associated risks, and recommend new business acceptability and fees.
- Review and evaluate legal documentation for corporate financing and other transactions to ensure they meet administrative standards for Computershare's protection.
- Analyze and interpret agreements to establish internal file operations and provide administrative direction.
- Ensure and monitor compliance with all portfolio agreements by Computershare and clients.
- Prepare and execute correspondence to clients, their legal counsel, or investors.
- Maintain necessary knowledge and expertise in applicable areas of law, commerce, corporate finance, securities markets, and internal policies.
- Demonstrate customer orientation and ability to balance needs of clients, holders, and team members.
- Recognize issues and determine when escalation is necessary.
- Proactively support risk management in line with risk policy.
Requirements
- Excellent written and verbal communication skills.
- University Degree in law, business, commerce, or finance.
- Minimum 1 year of experience as an articled student or practicing lawyer, OR 3-5 years of experience in the financial, corporate/commercial, or securities industry at an intermediate or professional level.
Skills
- Negotiation
- Risk assessment
- Legal documentation review
- Client relationship management
- Communication
- Legal interpretation
- Financial analysis
- Securities markets knowledge
- Compliance monitoring
Location
- Hybrid - Toronto, CA
Work Type
- Hybrid
- Full-time
Experience Level
- Intermediate
- Professional
- 3-5 years
Education Level
- University Degree (law, business, commerce, or finance major)
- LL.B./J.D. and admission to a provincial Bar (Preferred)
- Canadian Securities Course or other Securities Industry training (Preferred)
- Corporate Trust Program (Trust Institute, ICB) (Preferred)
- Notary Public (Preferred)
Salary/Compensations
- $96,000 - $108,000
Benefits
- Flexible work arrangements
- Health and wellbeing rewards
- Tailored benefits for employees and families
- Paid time off
- Observed holidays
- Vacation pay
- Share purchase plan with company contribution
- Recognition awards
- Team get togethers
- Investment in future
About the Company
- Computershare is a global leader in financial administration with over 11,000 employees across more than 22 countries.
- We foster an open and inclusive culture that supports employee growth and career advancement.
- We are a market leader with decades of experience providing trustee and sophisticated agency services.
- Our organization offers a broad range of services with a best-in-class reputation built on a high-touch approach to client service.
Equal Opportunity
- We are dedicated to providing opportunities for success based on merit.
- We aim to create an environment where everyone feels valued, barriers are removed, and equal opportunities are ensured for all.
- Support for accommodations or adjustments during the recruitment process is available.