Associate Relationship Manager
Montreal, QC, Canada
Job Description
Provide support to the Relationship Management team and perform a wide range of services to TSXT clients.
ESSENTIAL DUTIES & RESPONSIBILITIES
- Respond to day-to-day requests from clients.
- Coordinate the internal activities required to fulfill client requests.
- Review and approve new monthly client invoices.
- Assist in the managing of client receivables.
- Assist in the production of specialized client reporting.
- Prepare monthly, quarterly, and annual reporting for assigned clients.
- Prepare quarterly dividend funding estimates for special Premium clients.
- Facilitate quarterly mailings for assigned clients
- Manage the Annual General Meeting (AGM) mailing and set up process up to and including Notice & Access, E-Voting, E-distribution, Proxy reporting, Meeting report preparation.
- Process cash and share releases, re-issuances and corrections.
- Initiate web content updates.
- Complete diary cards for assigned clients.
- Manage routine redemptions, conversions and exchanges.
- Ensure compliance with policies, procedures and regulatory requirements.
- Perform other duties as assigned.
POSITION REQUIREMENTS
- College diploma or university degree, or equivalent experience preferably in Business Management
- 1 to 3 years’ experience in a similar role
- Bilingual English/French
- Minimum of 2 years experience in the securities transfer industry with a strong knowledge of operations
- Proficient with Microsoft Office & Google suite
- Canadian Securities Course, an asset
TMX is committed to creating and sustaining a collegial work environment in which all individuals are treated with dignity and respect and one which reflects the diversity of the community in which we operate. We provide accommodations for applicants and employees who require it.
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Job Detail
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Job IdJD2034677
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationMontreal, QC, Canada
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EducationNot mentioned