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 Co-Op Securities Administrator (8 months) 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 tracking and monitoring all investment certificates received or sent from the Registered Plans Division. The Securities Coordinator 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.
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
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 here Apply Now
Please note that only candidates considered for an interview will be contacted.