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
The Operations Associate is an integral part of our team. On a day-to-day basis, you will be working closely with our broader team to support our clients. 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, takes initiative, and considers themselves to be entrepreneurial, innovative, and likes a challenge.
You are responsible for:
- Managing day-to-day in-office interactions with shareholders, brokerage firms, and financial institutions in a professional and courteous manner.
- Resolving shareholder and broker email inquiries while maintaining a focus on first-point resolution.
- Answering telephone calls from external parties and responding to their questions.
- Processing simple data entry transactions and as required, complex requests and audits of processed transactions while maintaining a focus on efficiency and accuracy.
- Completing general administrative duties such as scanning, printing certificates, mail distribution, filing, and outgoing deliveries within established productivity and quality standards.
- Maintain a strong focus on client retention and growth by delivering exceptional service.
- Adhere to internal policies and procedures.
- Actively participate in team meetings and bring ideas for positive change.
Skills and Experience:
- 1+ years of experience in one or a combination of the following: customer service, operations, financial services, accounting, business processing, analytical, financial, clerical, or call center.
- Prior client-facing experience
- Strong attention to detail and accuracy
- Intermediate Microsoft Office skills
- Excellent verbal, written, and interpersonal communication.
- Effective organizational, multi-tasking, and prioritizing skills
- Ability to work independently, proactively, and creatively while exercising sound judgment.
- Solid problem-solving skills
- Strong time management skills
- Must be able to effectively read, write, and speak English.
- Willing and able to work extended hours as needed.
- Prior experience in an operational environment.
- Prior Securities Industry or Transfer Agent experience an asset.
What We Offer:
Paid Time Off: Vacation, Sick Days, Birthday Day off, Bonus Day
Benefits: Health and Dental, Life Insurance, Long Term Disability, AD&D, Employee Assistance Program, $500 Health Savings 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.
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.