Coordinate shareholder cases, approvals, and communications at Navacord, partnering with Legal, Finance, and HR Business Partners. The role follows approved procedures.
Reporting to the Director, Total Rewards & Shareholder Relations, this associate manages day-to-day workflow execution for shareholder servicing. You will draft routine emails, collect information, assemble treatment packages, and follow up on signatures and handoffs. Exceptions and interpretations are escalated for review.
Key Responsibilities: Draft routine shareholder correspondence and process updates
Open cases and collect supporting information
Assemble Legal packages and coordinate approval handoffs
Track signatures, payments, milestones, and outstanding actions




Maintain workflow checklists and shareholder records
Requirements: One to three years of relevant administrative experience
Qualified shareholder service and reliable follow-up
Strong coordination with Legal, Finance, and senior stakeholders
Experience managing deadline-driven cases and documentation
Legal document workflows experience is an asset
Use organized case management, professional communication, and cross-functional coordination to support Navacord shareholder operations.

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📌 Shareholder Operations Coordinator (Ontario)
🏢 Navacord
📍 Ontario