Administrator - Operations

1 week ago

Calgary AB TP R, Canada Olympia Financial Group Inc. Full time $40,000 - $80,000 per year

Job Summary

An Administrator's primary responsibility is account administration through the processing of various client based financial and non-financial transactions, adhering to required timelines and priorities. An Administrator is 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.

Duties and Responsibilities

  • Uphold 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.
  • Timely review of documents to confirm accuracy, account openings, purchases, and client updates as well as transactions, distributions, sells, and any other special transactions.
  • Escalate transactions as necessary to other team members.
  • 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.
  • Flexible to perform various assigned tasks as requested by management and executives.

Competencies

  • Connection - We build long-term relationships by collaborating with our clients and industry participants.
  • Accountability - We are a trusted business partner operating with transparency and integrity.
  • Innovation - We leverage technology to continuously improve how we serve our customers.
  • 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.

Formal education and experience

  • High school Diploma is required.
  • Post-Secondary education in Business Administration, Management, Economics or related field of study is an asset.
  • 0 - 3 Years of Financial or Investment Industry experience is an asset.
  • 0 - 3 Years of previous Administration experience is an asset.
  • 0 - 3 Years of previous Customer Service is an asset.

Specialized skills or knowledge

  • Requires a thorough understanding of the Anti‐Money Laundering (AML) policies and procedures.
  • Intermediate level with Outlook and Microsoft Office products and internet application.
  • 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 in French and English communication both written and spoken is an asset

With us, It's Personal

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