Welcome to Olympia Financial Group Inc, a leading provider of comprehensive financial services tailored to meet the diverse needs of our clients. With a commitment to excellence and innovation, we empower businesses and individuals to achieve their financial goals with confidence. At Olympia Financial Group Inc, we prioritize integrity, reliability, and customer satisfaction in everything we do. With Us It’s personal.
On-site · Calgary
The Associate Relationship Manager is responsible for account administration, processing financial transactions, and maintaining accurate client records. They act as a primary point of contact for mortgage stakeholders, ensuring compliance with policies and service standards.
On-site · Calgary
The Client Service Representative will act as a primary point of contact to resolve client inquiries regarding benefits, claims, and account maintenance via phone and email. They are responsible for maintaining accurate records, identifying service trends, and collaborating with the team to ensure a positive customer experience.
On-site · Calgary
The Tax Specialist manages tax reporting, withholding remittances, and regulatory account balancing for investment accounts. They also investigate discrepancies, resolve tax-related notices, and provide subject matter expertise to internal teams.
On-site · Calgary
The Operations Coordinator processes security holder transactions, including transfers and estate transmissions, while maintaining accurate and confidential records. They also provide onboarding services for new clients and ensure all operational activities meet company service standards.
On-site
Job Summary The Risk Coordinator will be responsible for auditing various transactions mitigating the financial and reputational risk associated with these transactions. In addition to auditing transactions, they will work towards continuous improvement on processes and finding ways to reduce opportunity for errors or omissions on these transactions. This role requires an individual that is a forward-thinker and who can look for ways to improve existing procedures and is committed to self-development and proactively seeking coaching. The Risk Coordinator is required to maintain up to date s…
On-site
**Job Summary** A Client Service Representative’s primary responsibility is to act as first point of contact for all general inbound client inquiries through the phone. Responsibilities include taking the time to listening to clients and seek an understanding of their diverse needs while ensuring to deliver optimal solutions. CSRs liaise between clients and internal teams to ensure effective delivery of personalized support. They are committed to provide meet client expectations in every interaction. **Duties and Responsibilities** - Uphold the division and Olympia’s reputation and values,…
