Administrator - Print and Proxy Teams
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?
TSX Trust Company is the largest Canadian-owned Transfer Agent and provider of Corporate Trust services with nearly 2,000 public and private clients. With offices in Vancouver, Calgary, Montreal, and Toronto, our cross-Canada team of 300 professionals delivers an integrated set of solutions including transfer agency, corporate trust, employee plans solutions, proxy solicitation and governance advisory services, structured financial services, dealer services, and private placement automation. TSX Trust's purpose is to strengthen connections by taking care of people. We've built our business on three pillars - service, expertise, and superb execution. Whether our clients need help with shareholder meetings, corporate actions, or issuance of debt instruments, our services are tailored to make their transactions a success. At TSX Trust Company, we value client service, experience and skill, operational efficiency, and commitment to partnership.
The Administrator contributes to the day-to-day operations of print and proxy services concerning the administrative work to initiate shareholder meetings and mailings sent to the client's shareholders. They also support the Client Management team with planning, client requests, timelines, and other needs as required. This role involves internal interactions with co-workers, relationship managers, and finance, and external interactions with brokers, vendors, shareholders, and issuer clients or agents.
Key Accountabilities:
Initiating the specialized meeting setup and external and internal notices to comply with regulatory requirements under National Instruments 54-101, 51-102, and the relevant Corporate Acts.
Initiating, coordinating, monitoring, printing, and mailing services for proxy and non-proxy materials, between relationship managers, issuers, and vendors in accordance with regulatory requirements under National Instruments 54-101, 51-102, and the relevant Corporate Acts. Requests may be standard business as usual or special requests.
Validation and tabulation of proxies according to Security Transfer Association of Canada (STAC) Proxy Protocol Guidelines, to ensure that the votes cast for the motions to be put to a vote at Issuers' shareholder meetings are properly and accurately accounted for.
Provide reports to the Relationship Management teams, including vote reports, vote reject reports, and overvoting reports, which are presented to the issuer or Chair of the meeting for use at the shareholder meeting.
Ensure the Relationship Management team has appropriate reporting to allow them to successfully act as scrutineer at the shareholder meeting and provide reports to the issuer and meeting Chair indicating if motions have passed or failed.
Working with confidential shareholder information and managing confidential voting.
Completing affidavits of mailing for submission to clients
Completing post-meeting packages of material for client distribution.
Completing billing files for submission to finance.
The Administrator is required to perform a range of duties including, but not limited to:
Download and process electronic files and reports
Update and maintain internal databases while ensuring a high level of detail and accuracy
Prepare spreadsheets for various forms of reporting
Coordination with internal and external stakeholders
Complete and track monthly billable services
Track and perform document management tasks
Flexibility with working overtime when required (with a focus on March to June)
A requirement of four days onsite at the TMX Group office
Assist with training of summer contract staff
Other duties may be assigned as necessary
Must Have (s):
Minimum one year experience in corporate/commercial or securities industry
Proficiency in the use of computer programs for: Microsoft Office Suite (Word, Excel [formulas/macros]), Gmail/Google, Database Management
Organization: Excellent time management skills, attention to detail, the capacity to prioritize by assessing situations to determine urgency, ability to develop a work schedule, set goals, create/implement action plans, monitor progress, and ability to make clear, timely decisions
Relationships: Maintain positive working relationships
Communication: Excellent and effective oral and written communication skills
Teamwork: Work cooperatively and effectively with others to set goals, resolve problems, and make decisions to enhance organizational effectiveness; ability to undertake self-directed tasks when necessary
Independence: Ability to work independently, ensuring outstanding matters are addressed promptly
Assessment: Anticipate, understand, and respond to the needs of peers, clients, and securityholders to meet or exceed their expectations
Willingness and ability to adapt to changes and responsibilities
Nice to Have:
Proxy/Transfer Agent experience and familiarity with NI 54-101 and NI 51-102 regulations and other legal requirements relating to disclosure for shareholder meetings
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.