Account Executive At Odyssey Trust Company Calgary

Account Executive At Odyssey Trust Company Calgary

10 Sep
|
Odyssey Trust
|
Calgary

10 Sep

Odyssey Trust

Calgary

Become an Account Executive at Odyssey Trust Company in Calgary and be part of a dedicated team focused on delivering outstanding client service. Take the lead on creative solutions that drive results for our clients. This role is essential for managing client interactions and overseeing service delivery processes.

Your entrepreneurial mindset and attention to detail will help you facilitate seamless communication and service for clients and their advisors. We seek someone who is results-oriented and dedicated to crafting exceptional client experiences. Key Responsibilities:
Manage all interactions and service requests from clients
Coordinate timely processing of treasury and dividend orders
Ensure organized and accurate client account management




Plan and execute shareholder meeting preparations
Collaborate on creative solutions within the team Requirements:
Prior experience in financial services or brokerage roles
Strong communication and organizational skills
Ability to prioritize and multitask effectively
Proficient in Microsoft Office 365
Educational background in finance or related fields preferred Utilize your expertise to enhance client relationships and bring cutting-edge solutions to the forefront with Odyssey Trust Company.

📌 Account Executive At Odyssey Trust Company Calgary
🏢 Odyssey Trust
📍 Calgary

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