IAS

Administrator, Exempt Securities

November 14, 2022

As an Administrator your primary responsibility is to account administration through the processing of various client-based financial and non-financial transactions, adhering to required timelines and priorities.  As an Administrator you are required to work as part of a team to support the building of strong relationships, by ensuring all documents and transactions are completed with a high level of accuracy and clarity in accordance with Olympia guidelines.

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 can prioritize large volumes of information while maintaining a high level of accuracy. This self-motivated individual must be able to multitask and is able to thrive in an ever-changing environment, builds relationships naturally, adapts quickly, and communicates effectively.

Role Responsibilities

•   Upholds the division and Olympia’s reputation and values, while promoting our motto “With Us, It’s Personal” in all interactions with employees, clients, and business associates

•    Maintain complete client files and ensure documentation is in good order

•    Ensure all documentation follows internal and external audit and regulatory requirements

•    Notify applicable team member of any transactions where further client action is required to move forward

•    Timely review of documents to confirm accuracy, account openings, purchases, and client updates as well as transactions, distributions, sells, and any other special        transactions

•    Remain up to date on all Olympia products, services, legislative requirements

•    Ensure the efficiency of business processes, policies and procedures, to deliver on client commitments with speed and quality

•    Organize and assist with the training of any new and existing team members

•    Actively participate in projects and team meetings

•    Owns the execution of day-to-day operational activities to maintain effective and efficient service

Personal Characteristics

•    Demonstrates flexibility and resilience in response to constraints, failures, and adversity and adjusts priorities to multiple demands and unanticipated events

•    Proven ability to work in a fast-paced, dynamic environment, while delivering on tasks

•    Displays and fosters integrity and honesty through the promotion of mutual trust and respect, demonstrates and fosters high moral standards, and treats others fairly        and ethically

•    Possesses excellent organization, high attention to detail and time management skills with the aptitude to establish priorities

•    Must have the ability to maintain professionalism in all situations

Experience and Skills

•    High school Diploma is required

•    Diploma in Business Administration or related field of study is an asset

•    0 - 3 Years of Financial or Investment Industry experience beneficial

•    0 - 3 Years of previous Administration experience is preferred

•    0 - 3 Years of previous Customer Service experience

•    Intermediate level with Outlook and Microsoft Office products and internet application

•    Maintain a processing accuracy of 95% or higher

•    Strong communication skills to liaise with customers and team

•    Entry level understanding of how the Registered Plans & TFSA Division operates

•    Successful completion of a Criminal Background check is required

•    Bilingual is beneficial

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