TMX Group
Associate Relationship Manager
This job is now closed
Job Description
- Req#: R-3895
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.
College diploma or university degree, or equivalent experience preferably in Business Management
1 to 3 years’ experience in a similar role
Minimum of 2 years experience in the securities transfer industry with a strong knowledge of operations
Proficient with Microsoft Office & Google suite
This role is hybrid with 2 days/week at the office
Canadian Securities Course, an asset
Venture outside the ordinary - TMX Careers
The TMX group of companies includes leading global exchanges such as the Toronto Stock Exchange, Montreal Exchange, and numerous innovative organizations enhancing capital markets.
United as a global team, we’re connecting cross-functionally, traversing industries and geographies, moving opportunity into action, advancing global economic growth, and propelling progress. Through a rich exchange of ideas, meaningful collaboration, and a nimble operating model, we're powering some of the nation's most critical systems, fueling capital formation and innovation, bringing increased opportunity to business visionaries, product ingenuity to consumers, and career exploration to our team.
Ready to be part of the action?
Now Hiring - Associate Relationship Manager
Provide support to the Relationship Management team and perform a wide range of services to TSXT clients.
ESSENTIAL DUTIES & RESPONSIBILITIES
POSITION REQUIREMENTS
In the market for…
Excitement - Explore emerging technology and innovation, as well as ventures and digital finance that shape the future of global markets! Experience the movement of the market while grounded in the stability of close to 200 years of success.
Connection - With site hubs in some of the world’s most multicultural cities, we leverage our size and structure to create rich connections and belonging while experiencing powerful global impact through our work.
Impact - More than a platform, we use our talents to power mission-critical systems that drive global economic advancement, innovation, and growth. As well, our employee-led Team Impact spreads social good via our giving strategy.
Wellness - From empathetic leadership to a culture of flexibility and balance, we believe wellness at work creates the maximum yield and a stronger “we”. Plus, with a cloud-first and hybrid workstyle, as well as generous time-off and leaves, we support a life well lived!
Growth - From a growth mindset in our work, to expansion in our business, TMX is home to action-takers energized by the achievement of ambitious growth.
Ready to enrich your career with impactful work, leaders who truly care, and the flexibility and programs to help you thrive as part of #TeamTMX ? Apply now.
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.
About the company
TMX Group Limited is a Canadian financial services company that operates equities, fixed income, derivatives, and energy markets exchanges.
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