Associate, Operations
At Odyssey Transfer US Inc., 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
Odyssey Transfer US Inc. is seeking an energetic and motivated individual for our Operations team based in Woodbury, MN. Note that this will be a full-time in-office position. This position will work closely with our broader team to support our clients. We provide transfer agent, corporate trust, and related services to public and private companies across North America. Learn more about us at odysseytrust.com.
You are responsible for:
- Perform a variety of operational tasks in support of client or shareholder transactions.
- Review time-sensitive and/or complex documents
- Process daily production work accurately and timely within SLAs.
- Create or revise operational procedures.
- Other duties may include assisting with incoming and/or outgoing mail.
- Maintain a strong focus on client retention and growth by delivering exceptional service.
- Escalates time-sensitive and large exceptions to management appropriately.
- Provides backup support to other departments as appropriate.
- 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
- Strong attention to detail and accuracy skills
- 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 desired
- Prior Securities Industry or Transfer Agent experience desired
What We Offer:
Paid Time Off: Vacation, Sick Days, Birthday Day off
Benefits: Health and Dental, Life Insurance, Short Term Disability, 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.