Client Services Administrator

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.

We are looking for a Client Services Administrator in our Calgary office.

As an Olympian you are entitled to generous perks including:

Position 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

Personal Characteristics

Experience and Skills

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

Apply Now