Job Summary
An 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. An Administrator is 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.
Duties and Responsibilities
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Uphold 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.
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Maintain complete client files and ensure documentation is in good order.
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Ensure all documentation follows internal and external audit and regulatory requirements.
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Timely review of documents to confirm accuracy, account openings, purchases, and client updates as well as transactions, distributions, sells, and any other special transactions.
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Escalate transactions as necessary to other team members.
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Remain up to date on all Olympia products, services, legislative requirements.
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Ensure the efficiency of business processes, policies and procedures, to deliver on client commitments with speed and quality.
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Organize and assist with the training of any new and existing team members.
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Actively participate in projects and team meetings.
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Owns the execution of day-to-day operational activities to maintain effective and efficient service.
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Flexible to perform various assigned tasks as requested by management and executives.
Competencies
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Connection - We build long-term relationships by collaborating with our clients and industry participants.
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Accountability - We are a trusted business partner operating with transparency and integrity.
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Innovation - We leverage technology to continuously improve how we serve our customers.
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Demonstrates flexibility and resilience in response to constraints, failures, and adversity and adjusts priorities to multiple demands and unanticipated events.
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Proven ability to work in a fast-paced, dynamic environment, while delivering on tasks.
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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.
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Possesses excellent organization, high attention to detail and time management skills with the aptitude to establish priorities.
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Must have the ability to maintain professionalism in all situations.
Formal education and experience
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High school Diploma is required.
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Post-Secondary education in Business Administration, Management, Economics or related field of study is an asset.
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0 - 3 Years of Financial or Investment Industry experience is an asset.
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0 - 3 Years of previous Administration experience is an asset.
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0 - 3 Years of previous Customer Service is an asset.
Specialized skills or knowledge
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Requires a thorough understanding of the Anti‐Money Laundering (AML) policies and procedures.
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Intermediate level with Outlook and Microsoft Office products and internet application.
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Maintain a processing accuracy of 95% or higher.
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Strong communication skills to liaise with customers and team.
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Entry level understanding of how the Registered Plans & TFSA Division operates.
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Successful completion of a Criminal Background check is required.
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Bilingual in French and English communication both written and spoken is an asset
With us, It’s Personal
