Client Services Administrator

Olympia Financial Group Inc. - Calgary, AB (30+ days ago)

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Recognized as one of Alberta’s Top Employers and Canada's Top Small and Medium Employers for 2018, Olympia Financial Group Inc. provides personalized administrative services to our clients in five areas; Self Directed Investment Accounts, Corporate Shareholder Services, Exempt Edge, Foreign Exchange, and Health Benefits. Founded in 1996, Olympia’s head office is located in Calgary, AB.

As an Olympian you are entitled to generous perks including:
  • Health Care Spending Account
  • Employee Assistance Program
  • Tuition Reimbursement
  • Employee Share Ownership Plan
  • Generous Vacation and Personal Days
  • Convenient location accessible by public transit
  • Discounted Movie Passes, Ski Passes, and Golf Passes
  • Caffeine on tap with a weekly fruit basket
Role Summary

Your primary responsibilities include account and investment administration by processing various client based financial and non-financial transactions, including the timely review of documents to confirm accuracy, account openings, monetary transfers, investment purchases and client updates. You are required to work in a team to support the Client Services Officer in building strong relationships by ensuring all documents and transactions are completed with a high level of accuracy and clarity in accordance with Olympia Trust Company guidelines.

As the ideal candidate, you must be able to deliver results in a dynamic and team oriented environment. This is an exciting opportunity for a confident individual who is able to process large volumes of information, while maintaining a high level of accuracy. This individual must be able to multitask, thrive in an ever-changing environment, builds relationships naturally, adapt quickly, and communicate effectively.

Role Responsibilities

  • Demonstrate and promote Olympia Trust Company’s Values
  • Abide to Olympia Trust Companies service standards
  • Offer and maintain a high level of personalized support
  • Ensure the accurate and timely processing of all transactions
  • Maintain a working knowledge of all policy and procedures
  • Mentor, train and lead other team members
  • Develop and meet individual and team goals
  • Actively participate in projects and team meetings
  • Ensure compliance with internal and external audit and regulatory requirements
  • Work cooperatively within the team to achieve common goals
  • Thorough understanding of the Anti‐Money Laundering (AML) policies and procedures
  • Perform other duties and tasks as required
Personal Characteristics

  • Superior verbal, written, and interpersonal communication skills
  • Must have the ability to maintain professionalism in all situations
  • Inquisitive approach with proven problem solving and analytical abilities
  • Exceptional time management with the aptitude to establish priorities
  • Ability to work within a team environment but be strongly self-motivated
  • Ability to Multi-task, handle large volumes, tight turnarounds and multiple deadlines
  • Demonstrate a high level of integrity due to the nature of documents and information being handled
  • Ability to maintain flexibility in daily schedule to meet urgent needs from the team
Experience and Skills

  • High school education completion
  • Post-Secondary education is beneficial
  • 1-2 years administrative experience
  • Prior financial services industry and mortgage service experience is beneficial
  • General knowledge of Registered Plans, TFSAs and RESPs is beneficial
  • Intermediate level of Microsoft Outlook, Word and Excel
  • Bilingual in French Canadian is beneficial
  • Successful completion of a Criminal Background check will be required

If your background matches the qualifications listed above and are looking for an opportunity with a dynamic team, please submit your resume in confidence. Please note: only candidates selected for an interview will be contacted.