Director, Corporate Trust

Odyssey Transfer and Trust Company

Eagan, MN

JOB DETAILS
SKILLS
Banking Services, Billing, Continuous Improvement, Customer Support/Service, Detail Oriented, Documentation, Fiduciary, Finance, Legal, Organizational Skills, Paralegal, Problem Solving Skills, Record Keeping, Securities, Team Player
LOCATION
Eagan, MN
POSTED
Today

Director, Corporate Trust

 

At Odyssey Transfer and Trust Company, we do things differently. Our core mission is to provide peace of mind to our clients by making things simple, fast, and easy.

 

Odyssey is a tight-knit, solution-driven team. Our shared values, as defined by our own employees, guide us in reaching our individual and collective goals:

 

  • We Show Up for Each Other: We are in this together! We collaborate and support each other to get results. Our employees are compensated with competitive salaries and a comprehensive benefits package.
  • We Build: "Outside the box” is our playground. We’re not afraid to innovate and tackle tough problems – we’re here to disrupt the industry. Creativity and problem-solving is not reserved for the Executive team.
  • We Get Stuff Done (GSD): We have a notable reputation for being exceptionally responsive. Coming up with a great idea is only part of the solution; We take great ideas and put them into action.
  • We Do the Right Thing: We’re dependable, trustworthy, and proud of our professional standards.


Primary Responsibilities & Attitude

We are currently seeking a Director, Corporate Trust to join our team. The successful candidate will be based in the Minneapolis area.

 

This individual will be an integral part of our Corporate Trust division. They will be responsible for assisting in the management of our Corporate Trust division. This will also involve reviewing agreements, understanding our fiduciary duties and covenants as a trustee under various appointments, coordinating required documentation for various closings, adherence to compliance, and communicating with and assisting our client’s management, counsel and securityholders.

 

This individual will have an interest in the administration of legal agreements, have an eye for attention to detail and someone who prides themselves on being highly organized. They will be able to work as a team but also independently.

You are responsible for:

  • Manage the everyday workflow of files in the Corporate Trust division.
  • Review and comment on Corporate Trust agreements in conjunction with our Managing Director, Corporate Trust.
  • Organize required documents for transaction closings and liaison with our finance team to schedule incoming/outgoing wires.
  • Maintain records under our various corporate trust appointments.
  • Manage the issuance of securities for our client’s securityholders, including warrant exercises, note conversions, interest payment coordination, etc.
  • Assist with month-end corporate trust billing.
  • Communicate with our clients and securityholders on a regular basis.

 

Skills and Experience

 

  • University degree (Law would be an asset)
  • Knowledge of Corporate Trust or experience as a Securities paralegal is an asset
  • Experience in finance, banking or trust companies is an asset
  • Ability to support a team within a busy work environment with changing priorities
  • Ability to work as a team and independently
  • Pro-active attitude and “how can I help?” perspective

 

What We Offer:

 

Collaborative Culture: Be part of a supportive team environment that values innovation, continuous improvement, and knowledge sharing.

 

Comprehensive Benefits: Access a full range of benefits including health and dental insurance, life and AD&D coverage, long-term disability, an employee assistance program, a $500 health savings account, and a competitive 401(k) match.

 

We appreciate all applicants for their interest in this opportunity. Please note that only those selected for an interview will be contacted.

 

We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

 

About the Company

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Odyssey Transfer and Trust Company