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AST Trust Company (Canada): Client Services Coordinator

AST Trust Company (Canada)

This is a Full-time position in Montreal, QC posted April 23, 2021.

WHO ARE WE?AST Trust Company (Canada) is a full-service, tech-enabled professional services firm that helps companies and security holders across North America maintain momentum through the use of secure corporate data, analytics, advisory services, and a strategic approach to every interaction.

AST and its affiliates and divisions, including D.F.

King Canada, are dedicated to supporting clients throughout their organization’s evolution.

From IPOs to specialized transactions, activist investors to M& A support, we help companies streamline operations and increase efficiencies.

We lead the industry with a comprehensive portfolio that includes transfer agent and registrar services, corporate governance, proxy and ownership services, equity plan solutions, corporate trust and structured financial services.WHAT WE OFFER YOU!We offer competitive wages and benefits including:Competitive salaryEnhanced medical and dental coverage for employees and their dependentsHealth care spending accountShort and long term disability benefitsLife insurance and AD& DEmployee and Family Assistance ProgramRRSP program with employer matchPaid sick days AST is an equal opportunity employer and welcomes applications from all interested parties.In addition, AST is committed to providing accommodations for persons with disabilities.

If you require any accommodations, we are happy to work with you to meet your needsWHAT WILL I BE DOING?Provide support to the Relationship Management team and perform a wide range of services to AST clients.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 clientsManage 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.WHAT WE’RE LOOKING FOR1 to 3 years of experience in a similar roleCollege diploma or university degree, or equivalent experienceBilingual English & French, requiredFinancial services industry experience, preferredStrong communication skillsDevelops and maintains strong relationships with internal and external clientsStrong decision making and problem solving skillsEffectively and efficiently guides group effortsPoised, works well under pressure and accomplishing short and long-term deadlines with a heavy workload If this sounds like you, then AST encourages you to apply.

Please send your resume and cover letter as one document with the title of the position you are applying for in the subject line.