Administrator - Operations

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

The Administrator is responsible for processing client financial and non-financial transactions while maintaining accurate client files. They must ensure all documentation adheres to internal and external audit requirements and Olympia guidelines.

A high school diploma is required, with post-secondary education in business or related fields considered an asset. Candidates should possess strong organizational skills, attention to detail, and a basic understanding of financial industry operations.

• Time managementPreferred
• Customer servicePreferred
• Problem solvingPreferred
• Attention to detailPreferred
• CommunicationPreferred
• Microsoft OfficePreferred
• Data entryPreferred
• Microsoft OutlookPreferred

Identified from the job description. Confirm important requirements above.

• Account administration
• Financial transactions
• Data entry
• Document review
• Attention to detail
• Time management
• Customer service
• Microsoft Office
• Outlook
• Anti-money laundering
• Communication
• Regulatory compliance
• Team collaboration
• Problem solving
• Organizational skills
• Professionalism
• Accountability
• Business Administration Management
• Resilience
• Bilingual (French/English)
• Ethical Standards And Conduct
• Multilingualism
• Business Process
• Investments
• Customer Service
• Economics
• External Auditing
• Innovation
• Internal Auditing
• Microsoft Outlook
• Time Management
• Detail Oriented
• Honesty

• Administrative
• Finance & Accounting
• Customer Service & Support
• Administrator Operations Manager
• Operations Manager (General)
• Manufacturing Managers
• General and Operations Managers

Minimum education

High school

Minimum experience

0+ years

Posting language

English

Working hours

40 hours per week