Associate, Shareholder Services - OTUS


At Odyssey Transfer and 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

 

As a Shareholder Services Associate, you are someone who enjoys working in a with a tight-knit group in a fast-paced environment. Continuous learning and development are something you lean into on a daily basis. You build strong relationships with our Odyssey team and the community of brokerage firms and others that regularly contact Odyssey for information; You are someone they can count on to be available when they need you, find solutions to their challenges, and assist with their inquiries.


You are responsible to:

 

  • Handle day-to-day interactions with our client’s shareholders and their representatives, with a focus on efficiently and accurately handling their inquiries
  • Evaluate and resolve shareholder queries and/or issues professionally and consistently.
  • Respond to calls and resolve problems with exceptional care and efficiency.
  • Maintain a positive, empathetic, and professional attitude toward clients and shareholders.
  • Consistently and accurately log correspondence of all shareholder inquiries.
  • Collaborate with Team Lead to regularly improve process efficiencies.
  • Perform general administration tasks, such as printing, mailing, mail distribution, outgoing deliveries, scanning and office management.
  • When required, receive visitors at the front desk by greeting, directing, assisting, and announcing them appropriately.
  • Work collaboratively to carry out team goals.

  

Skills and Experience

 

  • Solutions-based attitude, answering inquiries with “yes, I can do that for you” or “let me find a way to make this happen.”
  • Exceptional customer service and problem-solving skills
  • Advanced communication skills (written and oral)
  • Strong organizational skills and ability to prioritize and multi-task.
  • Experience answering the mainline on a busy phone system.
  • Considers themselves technically sound and diligent.
  • Strong proficiency with Office 365 (Excel, Word, PowerPoint), and other desktop applications
  • Attention to detail and takes pride in work.
  • Prior Securities Industry or Transfer Agent experience.

 

What We Offer:

 

Paid Time Off: Vacation, Sick Days, Birthday Day off, Bonus Day.

 

Benefits: Extended Health, Dental, Life Insurance, ADD, Critical Illness, Short Term Disability, Long Term Disability, Employee Assistance Program, $500 Health Care Spending Account, 401K 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.