Employment Opportunities
Olympia Trust Company is a non-deposit taking trust company. Olympia currently provides services in four main areas:
- Administration of Health Care Plans
- Corporate & Shareholder Services including acting as a Transfer Agent and Trustee Services
- Self Administered Registered Plans
- Foreign Exchange Services
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.
We are currently recruiting for the following positions:
- Location: Calgary, Alberta
- Posting Date: February 18, 2009
- Classification: Full-Time Permanent
- Date Required: Immediately
Job Summary:
- Customer Service Call Centre Representatives will be responsible for answering inbound and outbound calls, maintaining outstanding, courteous, efficient and professional customer service and providing resolution to customer concerns & complaints.
- Basic responsibilities include customer retention and satisfaction.
- Project a professional company image through phone intervention.
Duties & Responsibilites:
- Answer phones and respond to customer requests as soon as possible
- Search for and enter information into your computer, sometimes moving between 2 or more open browser windows on the desktop, while you are on the phone.
- Review customer emails and write timely, professional responses to inquiries
- Up-sell products and services
- Provide & educate callers with accurate and complete answers
- Transfer caller to other appropriate employees if applicable
- Identify, research and resolve customer issues
- Follow-up on customer inquiries not immediately resolved.
- Maintain and prepare daily activity reports
- Research billing issues
- Research misapplied payments
- Recognize, document and alert the supervisor of trends in customer calls.
- Recommend process improvements
- Other duties as assigned.
Education:
- High School Diploma, basic reading, writing & math skills
Experience:
- Basic computer skills such as Microsoft Office Including Excel and Word. High volume call centre/customer service experience a plus
Communication:
- Develop and maintain a quality customer service attitude.
- Excellent verbal and written communication skills
Other Skills:
- Strong telephone communication skills
- Excellent interpersonal skills
- Work autonomously and perform well under pressure
- Detailed Oriented, resourceful
- Operate in a fast paced environment
- Ability to work well with others
- Personal characteristics such as friendly attitude, good judgment, honesty, tactfulness and initiative are essential
Position Description:
Under the supervision and guidance of an Account Officer, the Corporate Administrators' duties include but are not limited to the following:
- processing security issuances / cancellations as per the direction of the issuer and reporting transactions to regulatory bodies;
- processing the conversion of exchangeable securities (i.e. warrants, exchangeable shares, etc.)
- SEDAR filings;
- administrating escrow agreements;
- coordinating and administrating security holder mailings, including monitoring the activities of temporary personnel;
- requisitioning reports, compiling and analyzing data and preparing reports;
- administrating security holders meeting files, preparing and disseminating notices, tabulating and auditing of proxies, and attending security holder meeting;
- responding to inquiries from security holders, clients and their representatives and members of the investment industry;
- assisting in the set up of new client files;
- recording fees and expenses for reporting to accounting department;
- providing general administrative support to Account Officer on the day to day maintenance of client accounts and on special projects; and
- working within the Corporate & Shareholder Services team to provide feedback and suggestions on internal processes and initiatives.
A successful Corporate Administrator will possess:
- a keen eye for detail in a fast paced and sometimes stressful environment;
- the ability to manage a workload and be able to establish priorities;
- strong communications skills to effectively respond to internal and external inquiries or concerns;
- a good working knowledge of MS Word, Excel and Outlook;
- the ability to follow direction and protocol and display initiative;
- the ability to quickly adapt to procedures and changes and offer input on the improvement of internal processes;
- strong analytical and research skills; and
- self confidence and motivation.
Most importantly the Corporate Administrator must be a team player who is willing to go the extra mile to ensure that our corporate objectives are met.
The position offers great potential for development of professional skills and advancement.
Position Description:
Under the supervision and guidance of a Sr. Transfer Coordinator, the Transfer Coordinators' duties include but are not limited to the following:
- verification of information
- data entry
- customer service
- research and analysis
- general administrative duties
A successful Transfer Coordinator will possess:
- exceptional keyboarding abilities: high alpha & numeric keystrokes/hour and accuracy factor.
- intermediate level MS applications including Word, Excel and Outlook.
- excellent customer service skills.
- uncompromising attention to accuracy and detail.
- flawless command of the English language spoken and written.
- strong telephone etiquette.
- highly organized and able to prioritize own work schedule.
- team player with the innate need to contribute on an individual basis.
- successfully completed multiple tasks simultaneously.
- previous Securities or Transfer Industry experience.
Most importantly the Transfer Coordinator must be a team player who is willing to go the extra mile to ensure that our corporate objectives are met.
The position offers great potential for development of professional skills and advancement.
Position Description:
In Olympia's role as a transfer agent, registrar and escrow administrator this position will be responsible for a portfolio of companies acting as our client's administrator, record keeper and investor relations contact in dealings with the Securities Commission and the stock exchange.
We are looking to fill Two Account Officer roles in our Calgary office. Duties include:
- Responding to inquiries from security holders, clients and their representatives and members of the investment industry
- Administrating security holders meeting files, preparing and disseminating notices, tabulating and auditing of proxies, and attending security holder meeting
- Working within the Corporate & Shareholder Services team to provide feedback and suggestions on internal processes and initiatives
- Setting up new clients and increasing sales with existing clients
- Supervising Corporate Administrators
- Other duties as required
The successful candidate must be highly organized and possess the ability to work in a fast paced environment and be able to multi-task and prioritize duties. Strong computer skills and professional telephone manners are essential.
Minimum Requirements:
- Minimum 2 Years Experience in Securities Industry, preferable with a transfer agent
- Detailed oriented in a fast paced and sometimes stressful environment
- Strong analytical and research skills
- Strong communications, verbal and written
- Intermediate level of MS Word, Excel, Outlook and PowerPoint
- Self Starter, Team Player, Quick Learner, adaptable, motivated
- Prior leadership experience
- Customer service and sales oriented
- Ability to facilitate and adapt to progressive change
Position Description:
Our institution is currently seeking several aggressive Currency Traders at our Calgary location. In this role you will enjoy a positive atmosphere with the potential to be financially successful. If you possess a strong work ethic and have a passion for rapid change this career is for you. There is plenty of autonomy in this role and while working in our team environment; your sales will be your own responsibility.
The successful candidate must be:
- very organized
- detail orientated
- capable of managing multiple tasks
- an effective conversationalist
- a positive, outgoing individual
- very comfortable within a computerized work environment
- capable of working and thinking independently
- professional
Minimum Requirements
Experience in the industry is not necessary, but sales and cold-calling experience is mandatory. An ethical background is required in this position as you must have a criminal record check and 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.
A unique compensation package which includes a competitive base salary, bonus plan and commissions puts you in charge of your earning potential.
Roles & Responsibilities include:
- Communicating with issuer representatives, legal counsel and members of the securities industry with respect to the day to day administration of a portfolio of corporate client accounts, including the coordination of security holder meetings and mailings, issuance and cancellation of securities, SEDAR filings, escrow agreements, dividend payments, corporate actions, etc.;
- Coordinating and communicating with internal departments to set up procedures;
- Review documentation / agreements such as warrant indentures, trust agreements, escrow agreements, information circulars, shareholder rights plans, etc.;
- Consulting with issuer representatives with respect to industry changes effecting their security holders and continuous disclosure requirements;
- Attending security holder meetings, closings and corporate functions;
- Invoicing, managing accounts;
- Requisitioning reports, compiling and analyzing data and preparing reports;
- Supervising staff
- Maintaining and growing business base;
- Processing securities issuance/cancellations and reporting transactions to regulatory authorities
- Providing daily administration of a group of corporate clients including communicating with clients and their counsel in connection with the planning of their shareholder meetings and related mailings and coordinating dividend and other distributions, issuance of shares from treasury, reconciliation of capital accounts and similar duties.
- Assuring that corporate clients receive timely, professional service.
- Preparing and attending closings, reorganizations and shareholder meetings.
- Researching and responding to general inquiries from issuers, shareholders and other stakeholders covering all aspects relating to the administration of client files.
- Other duties as required
The successful candidate will possess:
- a minimum of five years experience in the securities transfer industry working with corporate clients;
- the ability to manage multiple projects within strict timelines;
- a keen eye for detail in a fast paced and sometimes stressful environment;
- the ability to manage a workload and be able to establish priorities;
- a strong overall understanding of the securities industry;
- the ability to train and supervise staff;
- excellent communication and business writing skills to effectively respond to internal and external inquires;
- a good working knowledge of MS Word, Excel and Outlook;
- the ability to quickly adapt to procedures and changes and offer input on the improvement of internal processes;
- strong analytical, conceptual and research skills; and
- Self-confidence and motivation.
How to Apply :
Olympia Trust Company
Attention: Human Resources Manager
2300, 125 - 9th Avenue SE
Calgary, AB T2G 0P6
Or via email: hr@olympiatrust.com
No telephone inquiries accepted. While we thank all respondents, only those selected for an interview will be contacted.