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Administrator, Investor Services (6 months Contract)

Remote · USA Full-time New today

TMX Group is a leading global exchange organization that enhances capital markets. The Administrator, Investor Services is responsible for responding to written correspondence from security holders and the investment community, ensuring accurate and timely service while maintaining compliance with policies and procedures.

Responsibilities

  • Respond to enquiries of a non-routine nature; this may involve extensive research of various kinds of current and historical records
  • Research and respond to written enquiries concerning the replacement of lost or destroyed dividend/interest payments; verify status of cheques; place requests for stop payments
  • Produce cheques for returned EFTS items; forward payments to security holders
  • Arrange for payment of accrued dividends upon receipt of requisition from Corporate Restructures
  • Liaise with the Tax Group to ensure accurate production of relevant tax forms
  • Update status of each enquiry on the tracking system as the file progresses
  • Identify and advise the Supervisor of complaints as well as trends and opportunities to improve service levels, apparent by the nature and number of enquiries
  • Develop a detailed knowledge and understanding of the services offered by clients to their security holders and keep up-to-date on circumstances which affect the security holders especially security transfer requirements
  • Maintain and provide monthly statistics for fee and performance reporting purposes
  • Ensure compliance with policies, procedures and regulatory requirements
  • Perform other duties as assigned

Skills

  • College diploma or university degree, or equivalent experience with Business, English and Writing Skills being major area of study
  • Canadian Securities Course, an asset
  • 1 to 3 years of experience in a similar role
  • Proficient in Microsoft Office suite
  • Bilingual in French and English an asset

Benefits

  • 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.

Company Overview

  • TMX Group is a corporation that manages many marketplaces to offer investment options to its clients. It was founded in 2008, and is headquartered in Toronto, Ontario, CAN, with a workforce of 1001-5000 employees. Its website is http://www.tmx.com.
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