Administrator Shareholder Transactions
Core
Process sales requests and securities transfers for shareholders, manage record-keeping systems, and execute sale orders within a corporate trust environment.
Role type
Shareholder Transactions Administrator
Builds
Secure record-keeping systems supporting transfer and sales activities
Domain
Capital markets / Securities industry / Corporate Trust
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Securities industry knowledge, Back-office administration, Microsoft Office Suite, Google Workspace, Data validation, Record maintenance, Cash reconciliation, Regulatory compliance, Risk control implementation, Process improvement
Preferred skills
Canadian Securities Course (CSC), Physical document handling, Client relationship management
Technologies
Microsoft Office Suite, Google Workspace
Responsibilities
Review and validate transaction orders and supporting documentation; Operate and maintain secure record-keeping systems; Prepare and execute sale orders including securities settlement and cash reconciliation; Respond to inquiries from security holders and perform research on records; Manage incoming/outgoing mail, courier tracking, and physical document distribution; Assist with new share issuances and closing mechanics; Ensure compliance with policies and regulatory requirements; Act as first line of defense for risk framework controls.
Seniority
Junior to Mid-level, hands-on IC