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Added 25 mins ago
ADMINISTRATIVE STAFF SPECIALIST I (BAND LEVEL 5)
Memorial University, Newfoundland and Labrador
St. John's, NL
Full-time
Reporting to the Manager of Human Resources, but collaborating with the Human Resources Administrator, using independent judgement to triage and prioritize cases within the department of…
Added 2 hours ago
Lease/Real Estate Administrator (Contract)
LCBO
Toronto, ON
Full-time
Lease & Real Estate Administrator (1 year contract)
Added 3 hours ago
State Program 5310 Coordinator - State Program Administrator Coordinator
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
Full-time
Job Class: State Program Administrator, Coordinator
Added 4 hours ago
Financial Systems Administrator
Cassels Brock & Blackwell LLP
Toronto, ON
Full-time
Our Toronto office is currently seeking a Financial Systems Administrator to join our Information Technology department. The ideal candidate will be an organized and eager professional who…
Added 4 hours ago
Payroll & Benefit Administrator
FFUN Group
Saskatoon, SK
Full-time
…paid accurately, on time, every time. As a Payroll & Benefits Administrator at FFUN Group, you'll play a key role in supporting our employees by processing payroll, administering benefits,…
Added 4 hours ago
Financial Proxy Administrator
Computershare
Richmond Hill, ON
Full-time
As the Financial Proxy Administrator, you will bring your passion for client service, product innovation, product growth and program execution to this critical role. Your experience and…
Added 14 hours ago
Administrator, Exempt Securities
Olympia Financial Group Inc
Calgary, AB
An Administrator’s primary responsibility is account administration through the processing of various client based financial and non-financial transactions, adhering to required timelines…
Added 14 hours ago
Senior Pension Fund Administrator - 12-month contract
Ontario Teachers' Pension Plan
Toronto, ON
Full-time
The Pension Fund Administration team governs and manages the activities to ensure the timely processing and accurate maintenance of the benefit payments and contribution records. The Senior…
Added 1 day ago
ADMINISTRATIVE STAFF SPECIALIST I (BAND LEVEL 5)
Memorial University, Newfoundland and Labrador
St. John's, NL
Full-time
Reporting to the Manager of Human Resources, but collaborating with the Human Resources Administrator, using independent judgement to triage and prioritize cases within the department of…
Added 1 month ago
Front Desk Administrator
Key West Ford Sales
New Westminster, BC
Part-time
Customer service-oriented mindset with excellent interpersonal skills
Added 2 days ago
State Prog Admin Tech Spec - Records Production Specialist
Minnesota Direct Care and Treatment
Moose Lake 31A, MB · Moose Lake, MB
Full-time
Job Class: State Program Administrator, Technical Specialist
Added 3 days ago
Operations Administrator
BMO
Toronto, ON · FCP
Full-time
Provides administrative/operational support including financial and transactional processing and reporting, account processing and documentation, compliance processing, and other related…
Added 8 days ago
New Business Administrator
iA Financial Group
Calgary, AB · Edmonton, AB · Vancouver, BC · Winnipeg, MB
Full-time
PPI (an independent subsidiary of iA Financial) is an Insurance Marketing Organization that sits between independent advisors and insurance companies. From coast-to-coast, we provide…
Added 3 days ago
Account Transfer Administrator
iA Financial Group
Toronto, ON · Montreal, QC
Full-time
…confident and secure about their future? As an Account Transfers Administrator, you will play a key role in processing account…
Added 2 days ago
SSC Service Center Administrator
Raise
Calgary, AB
Full-time
The SSC Service Center Administrator will provide procurement administration support for Corporate, Capital, and Atlantic Operations. The role is responsible for managing the end-to-end…
Added 3 days ago
Sr. Administrator - Milvus Trade Capture
Royal Bank of Canada
Toronto, ON
Full-time
…RBC Investor Services. It supports accurate and timely trade processing while ensuring operational efficiency, risk management, and regulatory compliance. The role also focuses on…
Added 3 days ago
Sr. Administrator - Milvus Trade Capture
RBC
Toronto, ON
Full-time
…RBC Investor Services. It supports accurate and timely trade processing while ensuring operational efficiency, risk management, and regulatory compliance. The role also focuses on…
Added 3 days ago
Corporate Accounts Payable Administrator
ALLMAR INC.
Winnipeg, MB
$50,000 to $60,000 CAD / year
Full-time
We are seeking a full time Corporate Accounts Payable Administrator to join our Head Office in Winnipeg. The Corporate Accounts Payable Administrator is expected to have a strong…
Added 3 days ago
Administrative Talent Pool (AS3, AS4) - Peace River
Government of Alberta
Peace River, AB
3. Financial Support - Provide financial and administrative support by processing and reviewing financial documents related to expenditures, reconciliations, petty cash, and other routine…
Added 3 days ago
Purchasing Administrator - Adult Services
Extend-A-Family Waterloo Region
Kitchener, ON
$24.14 to $25.6 CAD / hour
Full-time
As a key member of our administrative support team, the Purchasing Administrator helps ensure the smooth running of the agency processing invoices and purchase requests on behalf of…
Added 2 days ago
Store Administrator, Hourly Part Time Day
Loblaw Companies Limited
Toronto, ON
Part-time
…sales, inventory, payroll, and benefits reporting and other financial requirements in order to achieve the financial objectives of the…
Added 3 days ago
Accounts Receivable Administrator
Aston Carter
Toronto, ON · Scarborough, Ontario
$21 to $25 CAD / hour
Contract
The Accounts Receivable Administrator plays a key role in supporting the full accounts receivable cycle, focusing on accurate invoice processing, collections, and customer account…
Added 3 days ago
Accounting Assistant
City of Edmonton
Edmonton, AB
…the city’s tree canopy and delivering exceptional customer service to our business…
Added 3 days ago
AP and Accounting Associate
Canada Gives
Toronto, ON
$60,000 to $70,000 CAD / year
Full-time
…and families in achieving their philanthropic goals. As the administrator of one of Canada’s leading donor-advised fund platforms, DSI provides the operational, financial, and governance…
Added 3 days ago
Property Administrator Assistant - 15 Month Contract
Canadian Tire Corporation
Calgary, AB · CT REIT Calgary
Full-time
The Property Administrator Assistant is a key member of the Property Management Team and provides day-to-day administrative support. Reporting to the Property Manager the incumbent is…

Olympia Financial Group Inc

Administrator, Exempt Securities

Calgary, AB, Canada

Education: High school diploma
Posting language: English

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Original job description

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 team and management.

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 or 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.
Bilingual in French and English communication both written and spoken is an asset.
Successful completion of a Criminal Background check is required.

With us, It’s Personal

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More about this job

Responsibilities

The administrator is responsible for processing financial and non-financial client transactions while ensuring high accuracy and adherence to internal guidelines. They must also maintain client files, support team projects, and ensure all documentation meets regulatory and audit requirements.

Requirements

Candidates must have a high school diploma, with post-secondary education in business or economics considered an asset. Proficiency in Microsoft Office and an understanding of Anti-Money Laundering (AML) policies are required.

Skills

Account administration
Financial transaction processing
Data accuracy
Regulatory compliance
Anti-money laundering
Microsoft office
Outlook
Time management
Communication skills
Attention to detail
Customer service
Record keeping
Process improvement
Team collaboration
Professionalism

Visa sponsorship

Not detected in the job text

Keywords

Administrator
Exempt Securities
Financial Transactions
Account Administration
Compliance
Audit Requirements
Anti-Money Laundering
AML
Microsoft Office
Outlook
Data Entry
Client Service
Registered Plans
TFSA
Investment Industry
Documentation
Process Efficiency
Time Management
Attention To Detail
Professionalism

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