Job Summary
The Administrator’s primary responsibility is account administration through the processing of various client based financial and non-financial transactions, adhering to required timelines and priorities. 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.
The primary job duties and 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
- Flexible to perform various assigned tasks as requested by team and management
Formal Education or Equivalent
- High school Diploma is required
- Diploma is Business Administration or related field of study is an asset
- Bachelor’s degree in Management, Economics or related field of study is an asset
Years of Experience
- 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
Competencies
- 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
Specialized skills, knowledge or certifications
- Requires a thorough understanding of the Anti‐Money Laundering (AML) policies and procedures
- 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