Recognized as one of Alberta's Top 70 Employers for 2016 and one of Canada's Top Small & Medium Employers for 2016, Olympia Financial Group Inc. provides personalized administrative services to our clients in four areas; Self Directed Investment Accounts, Foreign Exchange, Health Benefits and ATMs. Founded in 1996, Olympia's head office is located in Calgary, AB.
We are looking for a Co-Op Information and Records Administrator (8 Months) in Calgary, AB.
Health Care Spending Account
Employee Assistance Program
Employee Share Ownership Plan
Generous Vacation and Personal Days
Convenient location accessible by public transit
Your primary roles include the filing and daily retrieval of files and documents as requested, as well as preparing documents to be shipped to the off-site storage location. Maintaining attention to detail is essential for organizing the files as well as efficiently meeting document requests.
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.
Ensure all alphabetical and numerical files are sorted and filed accurately, keeping to the established procedures and guidelines
Retrieve and scan documents to the appropriate requestor following the guidelines set up by Olympia Trust Company
Accurately filing the mortgage and issuer files on a daily basis
Pull closed files and prepare them for storage
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
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
Efficiency in responding to internal inquires via email, phone or in person
Demonstrate a high level of integrity due to the nature of documents and information being handled
Experience and Skills
High school education completion
Records Management Diploma is beneficial
Post-Secondary education is beneficial
Office or records management experience is beneficial
Prior financial services industry and securities experience is beneficial
Knowledge of filing systems is beneficial
Excellent organizational skills and a high attention to detail
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 here Apply Now
Please note that only candidates considered for an interview will be contacted.