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Olympia Financial Group Among Alberta's Top Employers

In an annual competition to recognize the best places to work, Olympia Financial Group ranked as one of Alberta's Top 70 Employers for 2016. Organized and evaluated by the editors of Canada's Top 100 Employers, this special designation recognizes the Alberta employers that lead their industries in offering exceptional places to work. As a result of making this distinguished list, Olympia was recognized across 8 categories as one of the most progressive and forward thinking organizations. Olympia has also been awarded Canada's Top Small & Medium Employers for 2016 which recognizes small and medium enterprises across Canada that lead the nation in creating exceptional workplaces with forward-thinking human resources policies.

Employment Opportunities

Olympia Trust Company is a non-deposit taking trust company. Olympia currently provides services in two main areas:

We have had success building trust and respect with our clients through dedicated relationship management supported by reliable back-office processes that consistently fulfill Olympia Trust’s service promise. These core beliefs permeate our culture and enable us to continue to evolve our service delivery to an industry-leading standard.

Forward your resume to hr@olympiatrust.com for the following positions:

Transfer Specialist

Position Title: Transfer Specialist

Recognized as one of Alberta’s Top 70 Employers for 2016 and one of Canada’s Top Small & Medium Employers for 2016, Olympia Financial Group Inc. provides personalized administrative services to our clients in four areas; Self Directed Investment Accounts, Foreign Exchange, Health Benefits and ATMs. Founded in 1996, Olympia’s head office is located in Calgary, AB.

We are looking for a Transfer Specialist in our Registered Plans & TFSA division office in Calgary, AB

If you are an ambitious professional with an acute sense of detail, this position could be for you! What can you expect working for a recognized top employer?

  • Health Care Spending Account
  • Employee Assistance Program
  • Tuition Reimbursement
  • Employee Share Ownership Plan
  • Generous Vacation and Personal Days
  • Convenient location accessible by public transit

Position Summary

The primary responsibility for the Transfer Specialist is to verify, track and transfer funds between Olympia Trust Company and other financial institutions. As well to ensure that internal and external regulatory requirements are upheld, while maintaining a high level of customer service with Olympia’s clients.

Accountabilities

  • Audit, input and transfer time sensitive registered plan documents to various financial institutions
  • Research and promptly answer inquiries from institutions, clients, issuers and co-workers regarding products and transfer procedures
  • Perform regular follow up with financial institutions to determine the status of transfers
  • Ensure compliance with internal and external audit and regulatory requirements
  • Review incoming documents in accordance with Olympia Trust Company customer service standards
  • Perform various other functions and duties which may be required including transfers out, electronic transfers and depositing cheques

Qualifications

  • Completion of high school education is required
  • Post-secondary education is beneficial
  • 1-2 years administrative experience in a mid-size office is beneficial
  • Intermediate level of Microsoft Word and Excel is required
  • Excellent analytical and problem solving skills
  • Must be detail oriented and organized
  • Successful completion of a Criminal Background check is 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 to the Human Resources Department, at hr@olympiatrust.com.

Please note that only candidates considered for an interview will be contacted.

Document Control & Communications Specialist

Position Title: Document Control & Communications Specialist

Recognized as one of Alberta’s Top 70 Employers for 2016 and one of Canada’s Top Small & Medium Employers for 2016, Olympia Financial Group Inc. provides personalized administrative services to our clients in four areas; Self Directed Investment Accounts, Foreign Exchange, Health Benefits and ATMs. Founded in 1996, Olympia’s head office is located in Calgary, AB.

We are looking for a Document Control & Communications Specialist in our Registered Plans & TFSA division office in Calgary, AB

If you are an ambitious professional with an acute sense of detail, this position could be for you! What can you expect working for a recognized top employer?

  • Health Care Spending Account
  • Employee Assistance Program
  • Tuition Reimbursement
  • Employee Share Ownership Plan
  • Generous Vacation and Personal Days
  • Convenient location accessible by public transit

Position Summary

The primary responsibilities of the Document Control & Communications Specialist is to process returned mail and assist other teams with filing when needed. The Document Control & Communications Specialist will be required to ensure that customer service standards are met as set for forth by Olympia Trust Company while maintaining accurate processing.

The ideal candidate must be able to deliver results in a dynamic and team oriented environment. This is an exciting opportunity for a confident individual who has experience with Excel, as well as intermediate to advance knowledge in excel, including merging excel documents. Our successful candidate is able to thrive in an ever-changing environment, builds relationships naturally, adapts quickly, and communicates effectively.

Accountabilities

  • Process returned mail as per policy and procedures
  • Assist other teams with filing when needed
  • Assist with mailing out and tracking of all client communication
  • Thorough understanding of the Anti-Money Laundering (AML) policies and procedures as well as penalties for not meeting those AML requirements
  • Other duties and tasks as required
  • Assist other teams as required

Qualifications

  • Completion of high school is required
  • College or University education is beneficial
  • Minimum of 1 year experience in a similar position
  • Intermediate level of Microsoft Word, Excel, Outlook and PowerPoint
  • Ability to communicate effectively with a variety of personalities
  • Excellent analytical and problem solving skills
  • Must be detail oriented
  • Ability to provide exceptional customer service
  • Strong communication skills, both verbal and written
  • Ability to successfully multitask and prioritize projects
  • Effective research and analysis skills
  • Ability to work within a team environment but be self-motivated
  • Must be able to learn new skills that are required for this position
  • Successful completion of a Criminal Background check is 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 to the Human Resources Department, at hr@olympiatrust.com.

Please note that only candidates considered for an interview will be contacted.

Mortgage Coordinator

Position Title: Mortgage Coordinator

Recognized as one of Alberta’s Top 70 Employers for 2016 and one of Canada’s Top Small & Medium Employers for 2016, Olympia Financial Group Inc. provides personalized administrative services to our clients in four areas; Self Directed Investment Accounts, Foreign Exchange, Health Benefits and ATMs. Founded in 1996, Olympia’s head office is located in Calgary, AB.

We are looking for a Mortgage Coordinator in our Calgary office.

  • Health Care Spending Account
  • Employee Assistance Program
  • Tuition Reimbursement
  • Employee Share Ownership Plan
  • Generous Vacation and Personal Days
  • Convenient location accessible by public transit

Position Summary

Primary responsibilities of the Mortgage Coordinator include maintaining mortgage administration and processing various mortgage transactions for our clients. The Mortgage Coordinator will be required to work in a team to support the Mortgage Officer in building strong relationships by ensuring all documents and transactions are completed with accuracy and clarity.

Accountabilities

  • Review documentation for completeness and accuracy
  • Notify the Mortgage Officer of any or all discrepancies
  • Audit, update and transmit mortgage information to facilitate mortgage purchases
  • Process mortgage fundings
  • Arrange to have documents audited and executed
  • Process and update invoices and renewals
  • Open new client accounts
  • Process various types of transactions and client updates, including but not limited to client information changes, letter of authorization updates, and unlocking and transfer transactions
  • Post and balance deposits to client accounts including payments, contributions and fee cheques as requested
  • Process withdrawals as requested
  • Adhere to daily deadlines, submit daily deposit to Audit Team
  • Works with the team to achieve goals
  • Ensure compliance with internal and external audit and regulatory requirements
  • Thorough understanding of the Anti‐Money Laundering (AML) policies and procedures as well as penalties for not meeting those AML requirements
  • Other duties and tasks as required

Qualifications

  • 1‐2 years administrative experience is preferred
  • 1‐2 years in customer service experience is an asset
  • Completion of high school education is required
  • College or University education is beneficial
  • Comprehensive knowledge of Registered Plans, TFSA’s, RESPs and mortgages is preferred
  • Intermediate level of MS Word, Excel and Outlook
  • Excellent analytical and problem solving skills
  • Must be detail oriented
  • Ability to provide exceptional customer service
  • Strong communication skills, both verbal and written
  • Must have the ability to maintain professionalism in all situations
  • Ability to successfully multitask and prioritize projects
  • Successful completion of a Criminal Background check is required
  • English/French bilingual is an asset

If your background matches the qualifications listed above and are looking for an opportunity with a dynamic team, please submit your resume in confidence to the Human Resources Department, at hr@olympiatrust.com.

Please note that only candidates considered for an interview will be contacted.

Bilingual Mortgage Officer

Position Title: Bilingual Mortgage Officer

Recognized as one of Alberta’s Top 70 Employers for 2016 and one of Canada’s Top Small & Medium Employers for 2016, Olympia Financial Group Inc. provides personalized administrative services to our clients in four areas; Self Directed Investment Accounts, Foreign Exchange, Health Benefits and ATMs. Founded in 1996, Olympia’s head office is located in Calgary, AB.

We are looking for a Bilingual Mortgage Officer in our Calgary office.

  • Health Care Spending Account
  • Employee Assistance Program
  • Tuition Reimbursement
  • Employee Share Ownership Plan
  • Generous Vacation and Personal Days
  • Company Bonus Program
  • Convenient location accessible by public transit

Position Summary

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

Accountabilities

  • Communicate in a professional manner to all clients via phone, email and in person
  • Research and reply to all inquiries providing correct information based on client and broker needs
  • Act as a primary contact for an assigned group of Clients, Brokers and Lawyers
  • Build and maintain relationships with an assigned group of Clients, Brokers and Lawyers
  • Handle all initial approvals for any assigned syndicated mortgages
  • Represent Olympia Trust Company in a professional manner at client functions, presentations and training sessions
  • Stay updated on all policies and procedures in the Registered Plans & TFSA Division
  • Handle transfer inquiries and provide status updates to Clients, Brokers and Lawyers in order to facilitate mortgage investment purchases
  • Verify incoming documents and recognize deficiencies
  • Complete weekly transfer reports and quarterly outstanding mortgage audit reports in a timely manner

Qualifications

  • Completion of high school education is required
  • Post-secondary education is beneficial
  • Minimum of 2 years working in financial services and/or mortgage industry
  • Direct customer service experience is required
  • Intermediate level of Microsoft Word and Excel is required
  • Excellent analytical and problem solving skills
  • Must be detail oriented and organized
  • Successful completion of a Criminal Background check is required
  • Must be bilingual in French and English

If your background matches the qualifications listed above and are looking for an opportunity with a dynamic team, please submit your resume in confidence to the Human Resources Department, at hr@olympiatrust.com.

Please note that only candidates considered for an interview will be contacted.

Mortgage Officer

Position Title: Mortgage Officer

Recognized as one of Alberta’s Top 70 Employers for 2016 and one of Canada’s Top Small & Medium Employers for 2016, Olympia Financial Group Inc. provides personalized administrative services to our clients in four areas; Self Directed Investment Accounts, Foreign Exchange, Health Benefits and ATMs. Founded in 1996, Olympia’s head office is located in Calgary, AB.

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

  • Health Care Spending Account
  • Employee Assistance Program
  • Tuition Reimbursement
  • Employee Share Ownership Plan
  • Generous Vacation and Personal Days
  • Company Bonus Program
  • Convenient location accessible by public transit

Position Summary

The primary responsibility of the Mortgage Officer is to work as part of a team to build and maintain relationships between Clients, Brokers and Lawyers to facilitate mortgage investment purchases in self-directed plans. The Mortgage Officer must have expert industry and product knowledge to assist with inquiries by phone, email and in person while maintaining Olympia Trust Company’s customer service standards.

Accountabilities

  • Communicate in a professional manner to all clients via phone, email and in person
  • Research and reply to all inquiries providing correct information based on client and broker needs
  • Act as a primary contact for an assigned group of Clients, Brokers and Lawyers
  • Build and maintain relationships with an assigned group of Clients, Brokers and Lawyers
  • Handle all initial approvals for any assigned syndicated mortgages
  • Represent Olympia Trust Company in a professional manner at client functions, presentations and training sessions
  • Stay updated on all policies and procedures in the Registered Plans & TFSA Division
  • Handle transfer inquiries and provide status updates to Clients, Brokers and Lawyers in order to facilitate mortgage investment purchases
  • Verify incoming documents and recognize deficiencies
  • Complete weekly transfer reports and quarterly outstanding mortgage audit reports in a timely manner

Qualifications

  • Completion of high school education is required
  • Post-secondary education is beneficial
  • Minimum of 2 years working in financial services and/or mortgage industry
  • Direct customer service experience is required
  • Intermediate level of Microsoft Word and Excel is required
  • Excellent analytical and problem solving skills
  • Must be detail oriented and organized
  • Successful completion of a Criminal Background check is required
  • Bilingual in French is an asset

If your background matches the qualifications listed above and are looking for an opportunity with a dynamic team, please submit your resume in confidence to the Human Resources Department, at hr@olympiatrust.com.

Please note that only candidates considered for an interview will be contacted.

Account Officer

Position Title: Account Officer

Recognized as one of Alberta’s Top 70 Employers for 2016 and one of Canada’s Top Small & Medium Employers for 2016, Olympia Financial Group Inc. provides personalized administrative services to our clients in four areas; Self Directed Investment Accounts, Foreign Exchange, Health Benefits 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.

  • Health Care Spending Account
  • Employee Assistance Program
  • Tuition Reimbursement
  • Employee Share Ownership Plan
  • Generous Vacation and Personal Days
  • Convenient location accessible by public transit

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

  • Communicate in a professional manner to all clients via phone, email and in person
  • Research and reply to all inquiries providing correct information based on client needs
  • Act as a primary contact for an assigned group of Issuers and/or Exempt Market Dealers
  • Build and maintain relationships with assigned third parties
  • Set up new Issuers and/or Exempt Market Dealers by reviewing our forms, policies and procedures
  • Represent Olympia Trust Company in a professional manner at client functions, presentations and training sessions
  • Stay updated on all policies and procedures in the Registered Plans & TFSA Division
  • Handle transfer inquiries and provide status updates to third parties in order to facilitate investment purchases
  • Verify incoming documents and recognize deficiencies
  • Follow-up with Clients, Exempt Market Dealers or Issuers on any outstanding/pending documents required to complete transactions, in accordance with Olympia Trust Company’s customer service standards
  • Complete weekly transfer reports and quarterly certificate audit reports in a timely manner
  • Coordinate team meetings and act as a mentor for the Account Coordinators, providing insight and instruction to them as needed
  • Support Account Coordinators by assisting with processing when volumes are high
  • Assist with training and special projects when necessary
  • Thorough understanding of the Anti-Money Laundering (AML) policies and procedures as well as penalties for not meeting those AML requirements
  • Other duties and tasks as required

Qualifications

  • Completion of high school education is required
  • College or University education is beneficial
  • Minimum of 2 years working in the financial services industry
  • Working knowledge of investments and TFSA’s
  • Direct customer service experience is required
  • Excellent analytical and problem solving skills
  • Must be detail oriented
  • Strong communication skills, both verbal and written
  • Ability to successfully multitask and prioritize projects
  • Ability to work within a team environment but be self-motivated
  • Must be able to work independently with minimal supervision

If your background matches the qualifications listed above and are looking for an opportunity with a dynamic team, please submit your resume in confidence to the Human Resources Department, at hr@olympiatrust.com.

Please note that only candidates considered for an interview will be contacted.

Client Support Representative

Position Title: Client Support Representative

Recognized as one of Alberta’s Top 70 Employers for 2016 and one of Canada’s Top Small & Medium Employers for 2016, Olympia Financial Group Inc. provides personalized administrative services to our clients in four areas; Self Directed Investment Accounts, Foreign Exchange, Health Benefits and ATMs. Founded in 1996, Olympia’s head office is located in Calgary, AB.

We are looking for a Client Support Representative in our Calgary office.

  • Health Care Spending Account
  • Employee Assistance Program
  • Tuition Reimbursement
  • Employee Share Ownership Plan
  • Generous Vacation and Personal Days
  • Company Bonus Program
  • Convenient location accessible by public transit

Position Summary

The primary responsibility of the Client Support Representative is to act as initial contact for inbound client inquiries via telephone and email. The Representative will be accountable for supporting clients with various inquiries regarding the plans and services offered as well as identifying when specialty support is required to successfully answer or resolve client needs.

Accountabilities

  • Answer all inbound calls through call queue software program and return all voicemails within customer service standards while maintaining a professional and friendly manner
  • Respond to all inbound email, group email and live chat inquiries within customer service standards while providing accurate and complete information
  • Perform outbound calls and emails to clients within set timeframes to ensure all deficient information or documentation is received in a timely manner
  • Inform clients of the necessary documents required for various transactions and explain form components to ensure they feel at ease with the process and all documentation is completed correctly
  • Explain all policies and procedures to clients while identifying when inquiry must be routed to specialty resource
  • Assist client with any technical issues experienced with our website
  • Recognize urgent client concerns and escalate issues to Team Lead and
  • Supervisor
  • Update individual client accounts with appropriate notes following each conversation or email correspondence
  • Update and check hold notes on a monthly basis
  • Stay up-to-date on all policies and procedures within Olympia Trust Company as well as any changes in forms or documentation requirements
  • Thorough understanding of the Anti-Money Laundering (AML) policies and procedures as well as penalties for not meeting those AML requirements
  • Other duties and tasks as required

Qualifications

  • Completion of high school education is required
  • Post-secondary education is beneficial 1-2 years of customer service experience is required
  • Minimum of 1 year of call center experience, including working with call queue software is required
  • Financial services background is beneficial
  • Intermediate level of Microsoft Office, email and chat technologies
  • Successful completion of a Criminal Background check is required
  • Ability to provide exceptional customer service
  • Excellent interpersonal, written and oral communication skills
  • Excellent listening skills and the ability to ask appropriate questions
  • Ability to recognize client needs and resolve client concerns by providing information and solutions
  • Bilingual in French and English is an asset

If your background matches the qualifications listed above and are looking for an opportunity with a dynamic team, please submit your resume in confidence to the Human Resources Department, at hr@olympiatrust.com.

Please note that only candidates considered for an interview will be contacted.