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 Operations Analyst in our Calgary office.

As an Olympian you are entitled to generous perks including:

  • Health Care Spending Account
  • Employee Assistance Program
  • Tuition Reimbursement
  • Employee Share Ownership Plan
  • Generous Vacation and Personal Days
  • Convenient location accessible by public transit
  • Discounted Movie Passes, Ski Passes, and Golf Passes
  • Caffeine on the tap with a weekly fruit basket

Role Summary

Your primary roles include processing various financial transactions which include, RESP account opening and payments, marriage breakdowns, requirements to pay, bankruptcies, and withholding tax submissions. The Operations Analyst is required to comply with taxation requirements by auditing and submitting Olympia Trust Company Registered Plans & TFSA Division’s tax files to Canada Revenue Agency (CRA). In Addition, the Operations Analyst will guide the executor and/or beneficiaries through the estate settlement process at Olympia Trust Company.

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 able to multitask and is able to thrive in an ever-changing environment, builds relationships naturally, adapts quickly, and communicates effectively.

Role Responsibilities

  • 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
  • Maintaining accounts and contacting account holders when transfer is complete
  • Works with the team to achieve goals
  • Will verify personal work to ensure that documents are written accurately with clarity and completeness
  • Work cooperatively within the team to achieve common goals
  • Thorough understanding of the Anti‐Money Laundering (AML) policies and procedures
  • Perform other duties and tasks as required

Personal Characteristics

  • Superior verbal, written, and interpersonal communication skills
  • Must have the ability to maintain professionalism in all situations
  • Inquisitive approach with proven problem solving and analytical abilities
  • Confident in making optimal decisions
  • Exceptional time management with the aptitude to establish priorities
  • Ability to work within a team environment and be flexible in daily schedule to meet urgent team needs
  • Maintain processing accuracy of 95% or higher
  • Efficiency in responding to internal inquires via email, phone or in person
  • Demonstrate a high level of integrity due to the nature of documents and information being handled
  • Willing to constantly learn and upskill in the field of taxation and estate

Experience and Skills

  • High school education completion
  • Post-Secondary education is beneficial
  • 2-3 years of administrative experience is required
  • 5-6 years of Registered Plans experience is required
  • 1-2 years of legal, accounting and/or trust experience is required
  • Knowledge of tax calculations and understanding of how to submit information to CRA and other relevant bodies
  • Understanding of relevant legal and investment terminology as well as concepts
  • Prior financial services industry experience is beneficial
  • General knowledge of Registered Plans, TFSAs and RESPs is beneficial
  • Intermediate level of Microsoft Outlook, Word and Excel
  • Bilingual in French Canadian is beneficial
  • Successful completion of a Criminal Background check will be required

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

Apply Now