Dynamic Account Executive Role in Calgary (Alberta)

Dynamic Account Executive Role in Calgary (Alberta)

02 Sep
|
Odyssey Trust
|
Alberta

02 Sep

Odyssey Trust

Alberta

Join Odyssey Trust Company as an Account Executive in Calgary, where your skills will directly contribute to client satisfaction and innovative solutions. This role emphasizes fast-paced client interaction and support.

As a critical member of our team, you will be responsible for managing client portfolios and ensuring timely responses to inquiries. Your work will involve overseeing treasury orders, coordinating dividend payments, and maintaining organized client information. Candidates should demonstrate a strong entrepreneurial spirit and a proactive approach to challenges.

Key Responsibilities:
• Oversee client service delivery and interactions
• Prepare reports and coordinate treasury processes
• Maintain organized client accounts and information




• Assist in preparing meeting materials and coordination
• Participate in internal meetings to enhance processes

Requirements:
• Experience in trust companies or brokerage preferred
• Exceptional written and verbal communication skills
• Robust organizational and multitasking abilities
• Familiarity with Office 365 suite
• Completion of Canadian Securities courses is an asset

Elevate your career in a role that prioritizes client innovation at Odyssey Trust Company.
#J-18808-Ljbffr

📌 Dynamic Account Executive Role in Calgary (Alberta)
🏢 Odyssey Trust
📍 Alberta

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: dynamic account executive role in calgary (alberta) / alberta