Position Title: Transfer Coordinator

Under the supervision and guidance of the Manager of Stock Transfer, the Transfer Coordinators' key responsibilities include but are not limited to the following:

• Responding to inquiries from securityholders, their representatives and members of the investment community
• Receipting and data processing of securities transactions
• Verification of securityholder information
• Research and analysis
• Providing general administrative support

A successful Transfer Coordinator will possess:

• Strong computer skills including Word, Excel and Outlook
• Excellent customer service skills
• Uncompromising attention to detail and accuracy
• Strong organizational skills, allowing you to multi-task , prioritize and meet time sensitive deadlines
• Excellent interpersonal skills with the ability to work collaboratively with other team members within a fast paced office environment

Position Title: Registered Plans Coordinator

The Registered Plans Coordinator focuses on account processing and this entry level position forms the basis of a career path with excellent opportunity for advancement.

Position Responsibilities:

• Open new client accounts
• Review documentation for completeness and accuracy
• Post and balance deposits to client accounts including interest, dividends, contributions and fee cheques
• Other duties such as investment purchases, updating spreadsheets, and de-registrations

Qualifications:

• Intermediate computer skills including Microsoft Office (Word, Excel, Outlook)
• Strong analytical and problem solving skills
• Ability to manage workload and prioritize
• Excellent communication skills, both verbal and written

Position Title: Registered Plans Officer

The Registered Plans Officer focuses on Customer Service and effective transaction administration. Candidates require previous experience within the financial services industry.

Position Responsibilities:

• Establish excellent working relationships with, and between, customers and investment promoters
• Process ownership for transactions while utilizing the skills and time of other Registered Plans teams
• Provide expert administrative/procedural knowledge for assigned investment companies
• Handle customer inquiries on a broad range of topics
• Remain current on legislation, policies and procedures related to products and services

Qualifications:

• Technical knowledge of registered plan types
• Ability to manage workload and prioritize in a fast-paced environment
• Proven teamwork experience with the ability to provide direction
• Excellent communication skills, both verbal and written
• Intermediate computer skills including Microsoft Office (Word, Excel, Outlook)

Position Focus:

The primary focus of the Corporate Administrator is to support the Account Manager by taking and executing client instructions including the issuance of securities from treasury, organizing shareholder meetings and meeting related regulatory requirements, understanding escrow agreements and ensuring that escrow releases are made on a timely basis and communicating with company directors, officers and their legal counsels.

Experience/Abilities:

• Prioritize multiple requests and meet deadlines
• Must be detail oriented
• Resourceful & reliable
• Excellent interpersonal and customer service skills
• Strong communication skills, both verbal and written
• Intermediate level of MS Word, Excel, Outlook
• Self-starter, team player, quick learner, adaptable, motivated
• Experience in Securities Industry preferable
• Would suit someone with a Legal Assistant background and/or training

Duties:
The duties of the Corporate Administrator include:

• Processing the issuance of securities from Treasury,
• Administration of Shareholder Meetings including preparing and disseminating notices of meeting, tabulating voting results and attending security holder meetings,
• Administration of Escrow Agreements,
• Communicating with shareholders, brokers, company directors & officers,
• Research and analysis, and, general administrative duties.

Position Description:

The successful candidate must be highly organized and possess the ability to work in a fast paced environment. Understanding of bonds, debentures and securities in general, along with a solid comprehension of legal terminology would be definite assets. Aptitude using computers, solid verbal and written communication skills, and the ability to effectively multi-task are requirements of the position. Previous experience in the Securities Industry preferred.

Duties

• Monitoring and diarizing interest payments & compliancy obligations.
• Mailings of securities, meeting materials and correspondence to security holders.
• Preparation for issuers' closings.
• Handling of subscription funds in accordance with current procedures.
• Creation of new business files including completion of documents, preparation of record of trust and diaries.
• Preparation of Audit Confirmations.
• Administrative support to the Trust Officers.
• Other duties as required.

Minimum Requirements

• Intermediate level of MS Word, Excel and Outlook
• Detail oriented with focus on accuracy and understanding
• Strong analytical, research and follow-through skills
• Services oriented - dealing with clients and the legal community
• Proven ability to work as a team and to work independently
• Ability to facilitate and adapt to progressive change

Position Description:

Corporate and Shareholder Services is currently seeking an experienced Assistant Manager to join their team. This position will support the Stock Transfer team, experience in the Securities or Transfer Industry will be an asset.

Responsibilities:

• Promote a positive work environment
• Coach and develop employees
• Performance management including informal / formal reviews and improvement plans
• Ensure proper staffing levels through seasonal requirements
• Achieve excellent customer service results
• Continuous improvement on division policies and procedures
• Ownership of daily operational excellence
• Communicate and support business objectives
• Remain current on Olympia products and services, and industry legislative requirements
• Provide operational and administrative support to the Department Manager

Qualifications:

• Strong communication and interpersonal skills
• Excellent customer service and leadership skills
• 3-5 years of management or supervisory experience
• Experience in the financial industry required
• University Degree and related work experience

Key Competencies:

• Leadership
• Coaching
• Judgment
• Communication
• Planning and Organizing

Skills and Background:

The Currency Trader role is very demanding and requires someone who has an excellent work ethic and attitude. There is plenty of autonomy in this role and while working in our team environment; your sales will be your own responsibility. Specific skills that the Currency Trader must possess include:

• Being very organized
• Attention to detail
• Ability to manage multiple tasks
• Strong communication skills (as you will be talking with clients on the phone regularly)
• A positive, outgoing attitude with a view to long-term growth
• Very comfortable in a computerized work environment
• Willingness to learn
• Willingness to work and think independently
• Being very confident with selling yourself in a professional environment

Experience in the industry is not necessary but sales experience is required. An Ethical background is required in this position as you must be bondable. We will take the time to train you in all aspects of this role that you need in order to make you successful.

Compensation & Benefits

An excellent compensation package that includes a competitive base salary, bonus plan, commissions and benefits.

Your commitment to our team will be rewarded with an exceptional opportunity to benefit from a growing income in a fun work environment. If you would like to be part of this exciting team and growth opportunity, we want to hear from you!