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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:

Mortgage Services Coordinator

Position Title: Mortgage Services 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 Services Coordinator 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 for the Mortgage Services Coordinator are to organize and update all syndicated mortgage projects, while also following up on any outstanding client account documents required. The successful candidate will be required to work in a team to ensure all documents are in accordance with Olympia Trust Company guidelines. The Mortgage Services Coordinator must be team oriented, supportive, and personable.

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 is able to process large volumes of information, while maintaining a high level of accuracy. This individual is required to maintain flexibility in their daily schedule to meet urgent needs from the team and be able to regularly take initiative to complete tasks and projects independently. Our successful candidate is able to thrive in an ever-changing environment, builds relationships naturally, adapts quickly, and communicates effectively.

Accountabilities

  • Track and record information of syndicated documents
  • Investigate and provide status update of each syndicated mortgage projects 
  • Follow‐up with third parties on any outstanding syndicated documents
  • Maintain, organize and update syndicated fees
  • Create and update documentation sent to the Broker to initiate contact, including but not limited to client purchase documents and welcome package
  • Facilitate to forward any legal mortgage documents to clients
  • Control database of Brokers by creating and updating information in system
  • Collect client proxy votes, tabulate and submit votes by deadline
  • Work cooperatively within the team to achieve common goals
  • 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
  • 1-2 years administrative experience
  • 1-2 years in customer service experience is an asset
  • Intermediate level of Microsoft Word, Excel, Outlook, PowerPoint, PDF and Visio
  • Ability to communicate effectively with a variety of personalities
  • Successful completion of a Criminal Background check is required
  • English/French bilingual is beneficial

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 Coordinator

Position Title: Account 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 Account Coordinator in our Registered Plans & TFSA division office in Calgary, AB.

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

Accountabilities

  • Review documentation for completeness and accuracy
  • Open new client accounts
  • Audit, update and transmit client information to facilitate investment purchases
  • Process investment purchases
  • Post and balance deposits to client accounts including interest, dividends, contributions and fee cheques
  • 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
  • Process withdrawals as requested
  • Keep the Account Officer informed of any and all issues/discrepancies
  • 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

  • Completion of high school education is required
  • Post-secondary education is beneficial
  • 1-2 years administrative and customer service experience
  • Comprehensive knowledge of Registered Plans, TFSAs and RESPs is preferred
  • Intermediate level of Microsoft Word and Excel is required
  • Excellent analytical and problem solving skills
  • Must be detail oriented and organized

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.

Estate and Tax Office

Position Title: Estate and Tax Office

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 Estate and Tax Office in our Registered Plans & TFSA division office in Calgary, AB.

  • 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 role of the Estate and Tax Officer is to comply with taxation requirements by auditing and submitting Olympia Trust Company Registered Plans & TFSA Division’s tax files to Canada Revenue Agency (CRA). The Officer is expected to team up with RRSP professionals and external tax specialists to provide comprehensive tax services including calculation, compliance, audit, research and submission services in a specialized area of taxation within a set deadline.  

This role requires the candidate to be responsible for guiding executors and/or beneficiaries through the estate settlement process and developing estate policies and procedures for the division. The successful candidate will work closely with the Operations and Finance teams, and is required to contribute to a flexible, team-oriented environment that fosters development and a positive attitudes.

Our ideal candidate is able to constantly learn new skills and expand their knowledge within the taxation and estate field. This individual is required to consistently provide exceptional customer service according to Olympia Trust Company’s customer service standards. In addition, the successful candidate must be able to make effective use of all resources to ensure efficient and quality client service, while demonstrating a high level of integrity due to the nature of documents and information being handled.

Accountabilities

  • Audit yearly CRA submissions (T4RSP, T4RIF, RL2, RL1, RL3, T3RET, T5, T3, NR4, T4A)
  • Audit amended CRA submissions and overdrawn accounts (T4RSP, T4RIF, RL2, RL1, RL3, T3RET, T5, T3, NR4, T4A)
  • Submit all XML files via CRA website or AvanTax
  • Submit contribution receipt information to CRA including contribution receipt corrections
  • Submit and correct annual TFSA file to CRA
  • Submit T550 and T3GR
  • Assist with the investigation and resolution for any uncashed cheques issued by the division
  • CRA Admin Relief Processing and correspondence with CRA
  • Review and processing of Marriage breakdown transfers between accounts
  • Assist in the development of estate settlement policies and procedures for the division
  • Explain the estate settlement process to executors and/or beneficiaries following Olympia Trust Company’s Customer Service Standards
  • Perform regular follow-up on all pending estates files
  • Move accounts through the estate settlement process and conduct research as required
  • Maintain organized files
  • 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

  • University or College education is required
  • Minimum of 2 years of administrative experience
  • 1-2 years of legal, accounting , trust experience and tax experience is preferred
  • Advanced level of Microsoft Word, Excel and Outlook
  • Ability to communicate effectively with a variety of personalities
  • Able to self-motivate and work to tight deadlines
  • Successful completion of a Criminal Background Check is required
  • Working knowledge of securities and the financial services industry
  • Understanding of relevant legal and investment terminology as well as concepts

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.

Dealer Services Coordinator

Position Title: Dealer Services 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 Dealer Services Coordinator in our Registered Plans & TFSA division office in Calgary, AB.

  • 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 Dealer Services Coordinator is to support the Dealer Services Team in maintaining relationships with the Dealing Representative and Exempt Market Dealer clientele.   The Dealer Services Coordinator will be required to deliver timely and accurate transfer updates to our Dealing Representatives as well as review and action all documentation received through the Online Support inbox.  The Dealer Services Coordinator must maintain a high level of customer service while ensuring that all data related to our representative clients is current and accurately logged in our database.

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 is able to process large volumes of information, while maintaining a high level of accuracy. This individual is required to maintain flexibility in their daily schedule to meet urgent needs from the team and be able to regularly take initiative to complete tasks and projects independently. Our successful candidate is able to thrive in an ever-changing environment, builds relationships naturally, adapts quickly, and communicates effectively.

Accountabilities

  • Monitor and Action all internal Pending Transfer Notifications received by Dealer Services team through internal database
  • Notify Dealing Representatives of any Pending Transfers where further client action is required to move forward and perform weekly follow-ups until resolved
  • Maintain the Online Support inbox by monitoring, printing all documents, reviewing and disbursing
  • Control database of Dealing Representatives and Exempt Market Dealers, by creating and updating all information in our database
  • Create and update Exempt Market Dealer and Dealing Representative Letters of Authorization
  • Remove Letters of Authorization from client portfolios for any inactive Dealing Representatives
  • Maintain, organize and update Dealing Representative and Exempt Market Dealer files
  • Work with the Supervisor, Team Lead, and Business Development Manager to create external training presentations
  • Work with the Supervisor and Team Lead to create the quarterly Summit Newsletter
  • Work supportively within the team to achieve common goals
  • 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
  • 1-2 years administrative experience
  • 1-2 years in customer service experience is an asset
  • Intermediate level of Microsoft Word, Excel, Outlook, PowerPoint, PDF and Visio
  • Successful completion of a Criminal Background check is required
  • Ability to communicate effectively with a variety of personalities
  • 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.

Client Support Representative

Position Title: Client Support Representative - FX

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 Foreign Exchange division office in Calgary, AB.

  • 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 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 PayFX offered as well as identifying when specialty support is required to successfully answer or resolve client needs.

This is an exciting new position in the Foreign Exchange division, providing clients support related to our new PayFX platform products and services. Our 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 is able to consistently answer calls in a professional manner, while being available to take all inbound calls. This individual is required to gain the knowledge necessary to answer inquiries from clients and has the ability to appropriately problem solve and route to specialty resource when required. Our successful candidate is able to thrive in an ever-changing environment, builds relationships naturally, adapts quickly, and communicates effectively.

Accountabilities

  • Answer all inbound calls 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
  • Stay up-to-date on all policies and procedures within Olympia Trust Company as well as any changes in forms or documentation requirements
  • Recognize urgent client concerns and escalate issues to the appropriate person
  • Update individual client accounts with appropriate notes following each conversation or email correspondence
  • Able to provide live chat management and phone call management for FX ATM and PayFX
  • Assign leads to traders from a variety of websites
  • Assign and escalate voicemail reviews
  • Provide customer service support for Pay FX including documentation follow-up and client onboarding
  • Other duties and tasks as required

Qualifications

  • High school education is required
  • University or College education is beneficial
  • 1-2 years of customer service experience is required
  • Call center experience is an asset
  • 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
  • Financial services background is beneficial
  • Intermediate level of Microsoft Office, email and chat technologies
  • Provide dedicated customer support and ensure all calls are answered in a sufficient manner
  • 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.

Web Developer

Position Title: Web Developer

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 Web Developer in our Information Technology division office in Calgary, AB.

  • 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

Olympia Financial Group is looking for the right person to fill the role of a .Net Developer in our Calgary office to develop new features and enhancements for an in-house business application and integrate with other web applications. This person must be able to work with our Project Lead, Software Architect, peer Developers and business sponsors to deliver a quality solution to our Business Stakeholders

Accountabilities

  • Custom Software development of commercialized in-house financial systems in C#, ASP.NET MVC and Oracle PL/SQL
  • Develop for and integrate with PHP web applications
  • Decipher and translate business requirements into a functional software product
  • Actively participate with our agile development practice with iterative planning, user story creation and implementation, and iterative testing with business end-users
  • Adhering to the enterprise architecture roadmap with our software development practice

Qualifications

  • College and or University Degree in Computer Science, Management Information Systems or comparable experience (3+ years)
  • 4+ years software development experience in C# and Visual Studio 2008 or later
  • 2+ years software development experience using PHP
  • Strong understanding of the MVC architecture
  • Strong exposure to object oriented design and design patterns is necessary
  • GUI development and design (WPF and/or ASP.NET MVC, HTML, CSS)
  • Strong knowledge of Microsoft SQL Server 2012 and Entity Framework
  • Front-end development using jQuery
  • Experience with version control systems such as SVN, TFS or GIT
  • Candidate must be self-motivated and ready to jump in today!
  • Adept to work within a small team both collaboratively and independently with minimal supervision

Preferred Skills

  • Experience with third party tools or community based .NET Frameworks such as NUnit, NAnt, Moq, Log4Net, Resharper
  • Experience using the PHP framework Laravel
  • An understanding of database fundamentals, Oracle PL/SQL and/or equivalent database experience
  • Exposure to the agile development methodology, iterative development and testing
  • Continuous Integration, Code Promotion and Deployment
  • Financial applications experience 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.

Mortgage Documentation Coordinator - Contract/Co-op position

Position Title: Mortgage Documentation Coordinator - Contract/Co-op position

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 Documentation 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

The primary responsibilities for the Mortgage Documentation Coordinator are to track and handle outstanding documents to complete mortgage files by preparing and sending follow up notices to lawyers and to arrange for the execution and submission of legal mortgage documents. The Mortgage Documentation Coordinator will be required to work in a team to ensure all documents are followed up upon and received in accordance with Olympia Trust Company guidelines.

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 is able to process large volumes of information, while maintaining a high level of accuracy. This individual is required to maintain flexibility in their daily schedule to meet urgent needs from the team and be able to regularly take initiative to complete tasks and projects independently. Our successful candidate is able to thrive in an ever-changing environment, builds relationships naturally, adapts quickly, and communicates effectively.

Accountabilities

  • Liaise with the Mortgage Documentation Officer to facilitate follow up directly with law firms for outstanding documents via email and fax
  • Prepare and send outstanding notices to lawyers
  • Verify personal work to ensure that notices and letters are written accurately with clarity and completeness
  • Track all follow up responses and update the Mortgage Documentation Officer
  • Review mortgage documents upon receipt to confirm trust conditions have been met
  • Handle all mortgage related notices
  • Confirm amounts and process payout cheques
  • Prepare legal mortgage documents to be audited, executed and mailed out when the mortgage is paid out or special transactions occurred
  • Work cooperatively within the team to achieve common goals
  • 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
  • 1‐2 years administrative experience
  • 1‐2 years in customer service experience is an asset
  • Intermediate level of Microsoft Word, Excel, Outlook and PDF
  • Ability to communicate effectively with a variety of personalities
  • Successful completion of a Criminal Background check is required
  • English/French bilingual is beneficial

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.

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.

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.