Account Officer

Recognized as one of Alberta's Top 70 Employers for 2017 Olympia Financial Group Inc. provides personalized administrative services to our clients in four areas; Self Directed Investment Accounts, Foreign Exchange, Health Benefits, Exempt Edge, and ATMs. Founded in 1996, Olympia's head office is located in Calgary, AB.

We are looking for a Account Officer in our Calgary office.

Position Summary

The primary responsibility of the Account Officer is to work as part of a team to build and maintain relationships between Clients, Issuers and Exempt Market Dealers to facilitate investment purchases in self-directed plans. The Account Officer must have advanced industry and product knowledge to assist with inquires by phone, email and in person while maintaining Olympia Trust Company’s customer service standards.

Accountabilities

Qualifications

If your background matches the qualifications listed above and are looking for an opportunity with a dynamic team, please submit your resume here

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