Role Summary

Your primary roles include tracking and monitoring all investment certificates received or sent from the Registered Plans Division. The Securities Administrator must also maintain certificate accuracy and ensure that all regulatory requirements are being met.

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


Role Responsibilities

  • Track and monitor all certificates within the Registered Plans Division
  • Research and promptly answers internal and external inquiries regarding securities
  • Responsible for tracking and ensuring accuracy for all certificates received or sent out
  • Must remain current on all policies and procedures within the securities area and the division
  • Handle all documents in accordance with the Olympia Trust Company customer service standards
  • Assist with quarterly security audits
  • Ensure compliance with internal and external audit and regulatory requirements
  • Verify own work for accuracy, clarity and completeness
  • Work cooperatively within the team to achieve common goals
  • Thorough understanding of the Anti‐Money Laundering (AML) policies and procedures
  • Perform other duties and tasks as required

Personal Characteristics

  • Superior verbal, written, and interpersonal communication skills
  • Must have the ability to maintain professionalism in all situations
  • Inquisitive approach with proven problem solving and analytical abilities
  • Confident in making optimal decisions
  • Exceptional time management with the aptitude to establish priorities
  • Ability to work within a team environment but be strongly self-motivated
  • Promotes a positive work environment and is consistently approachable by fostering open communication amongst the team
  • Efficiency in answering internal and external inquiries in a timely manner with the correct information
  • Demonstrate a high level of integrity due to the nature of documents and information being handled
  • Ability to maintain processing accuracy of 95% or higher

Experience and Skills

  • High school education completion
  • Post-Secondary education is beneficial
  • 1-2 years of administrative experience
  • Prior financial services industry and securities experience is beneficial
  • General knowledge of Registered Plans, TFSAs and RESPs is beneficial
  • Intermediate level of Microsoft Outlook, Word and Excel
  • Bilingual in French Canadian is beneficial
  • Successful completion of a Criminal Background check will be 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. Please note: only candidates selected for an interview will be contacted. in confidence. Please note: only candidates selected for an interview will be contacted.


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