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Client Services Administrator
2 weeks ago
**Role Summary**
As a Client Services Administrator’s (CSA) your primary responsibility is to account administration through the processing of various client-based financial and non-financial transactions, adhering to required timelines and priorities. As a CSA you are required to work as part of a team to support the building of strong relationships, by ensuring all documents and transactions are completed with a high level of accuracy and clarity in accordance with Olympia guidelines.
**Role Responsibilities**
- Upholds the division and Olympia’s reputation and values, while promoting our motto “With Us, It’s Personal” in all interactions with employees, clients, and business associates
- Maintain complete client files and ensure documentation is in good order
- Ensure all documentation follows internal and external audit and regulatory requirements
- Notify applicable team member of any transactions where further client action is required to move forward
- Timely review of documents to confirm accuracy, account openings, purchases, and client updates as well as transactions, distributions, sells, and any other special transactions
- Remain up to date on all Olympia products, services, legislative requirements
- Ensure the efficiency of business processes, policies and procedures, to deliver on client commitments with speed and quality
- Organize and assist with the training of any new and existing team members
- Actively participate in projects and team meetings
- Owns the execution of day to day operational activities to maintain effective and efficient service
**Personal Characteristics**
- Demonstrates flexibility and resilience in response to constraints, failures, and adversity and adjusts priorities to multiple demands and unanticipated events
- Proven ability to work in a fast-paced, dynamic environment, while delivering on tasks
- Displays and fosters integrity and honesty through the promotion of mutual trust and respect, demonstrates and fosters high moral standards, and treats others fairly and ethically
- Possesses excellent organization, high attention to detail and time management skills with the aptitude to establish priorities
- Must have the ability to maintain professionalism in all situations
**Experience and Skills**
- High school Diploma is required
- Diploma in Business Administration or related field of study is an asset
- 0 - 3 Years of Financial or Investment Industry experience beneficial
- 0 - 3 Years of previous Administration experience is preferred
- 0 - 3 Years of previous Customer Service experience
- Maintain a processing accuracy of 95% or higher
- Strong communication skills to liaise with customers and team
- Entry level understanding of how the Registered Plans & TFSA Division operates
- Successful completion of a Criminal Background check is required
- Bilingual is beneficial
