Associate, Shareholder Services


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

 

You will be an integral part of our team; you will be primarily responsible for managing incoming correspondence from external parties. Our business is continually evolving, and you will help us shape its growth. We are ideally looking for someone who has experience in the industry (but often thinks about ways things can be done better), is known for their work ethic and “can do” attitude, and who considers themselves to be an entrepreneurial team player.

 

You will have a strong relationship with all the organization's teams. You are someone they can count on to be available when they need you and you take pride in paying attention to detail and completing tasks efficiently. You’re excited about being part of a fast-paced, growing company.


You are responsible for:

 

  • Managing day-to-day interactions with shareholders, brokerage firms, and financial institutions in a professional and courteous manner.
  • Resolving shareholder and broker inquiries while maintaining a focus on first point resolution with a positive, empathetic, and professional attitude.
  • Responding to telephone calls, emails, and chat interactions with exceptional care and efficiency, keeping the shareholder experience at heart
  • 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.
  • Escalating and handling complex inquiries as needed per documented procedures.
  • When required, receiving visitors at the front desk by greeting, directing, and assisting them appropriately.
  • Maintaining a strong focus on retention and growth by delivering exceptional service.
  • In addition to the duties listed above, management may request the completion of other ad hoc duties or projects.
  • Work collaboratively to carry-out team goals.

  

Skills and Experience 

  • Courteous, professional, and reliable.
  • High attention to detail and accuracy.
  • Excellent verbal and written communication skills.
  • Ability to remain organized while prioritizing multiple tasks with varying levels of urgency.
  • Solutions-based attitude and an eagerness to drive process improvements by identifying problem areas and presenting solutions to management.
  • Sound computer skills and ability to adapt to and apply new technologies.
  • Willingness and desire to achieve personal goals and team goals.
  • Good interpersonal skills.
  • Prior client-facing experience.
  • A working knowledge of the securities industry as it relates to transfer agencies is preferred 

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.