Recognized as one of Alberta's Top 70 Employers for 2017 Olympia Financial Group Inc. provides personalized administrative services to our clients in four areas; Self Directed Investment Accounts, Foreign Exchange, Health Benefits, Exempt Edge, and ATMs. Founded in 1996, Olympia's head office is located in Calgary, AB.
We are looking for a Document Control Coordinator in our Calgary office.
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 document management and control through the creation and revision of documents according to Olympia Trust Company standards. The Document Control Coordinator will be required to ensure that customer service standards are met as set for forth by Olympia Trust Company while maintaining accurate processing.
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.
Document management and control through creation of all new forms and revision of existing forms according to Olympia Trust Company's standards
Oversee conversion of forms and Paragon to French, ensure all forms and procedures are updated regularly in French
Manage external communications with our clients including mail outs and redirection of time sensitive shareholder materials
Remains up to date on all Olympia products, services, legislative requirements, processes and procedures
Process returned mail as per policy and procedures
Assist other teams with filing when needed
Assist with mailing out and tracking of all client communication
Assist other teams as required
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
Maintain processing accuracy of 95% or higher
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
Post-Secondary education is beneficial
1-2 years administrative or document control experience is preferred
Data entry and/or processing experience is preferred
Prior financial services industry 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 here Apply Now
Please note that only candidates considered for an interview will be contacted.