Financial Associate jobs in Calgary, AB

Job Summary

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.
• Communicate directly with clients and continuously follow up with third parties for various updates and implement action to resolve outstanding documentation issues and escalate where appropriate.
• Responsible for ensuring that all outstanding documentation is received and followed up on.
• Stay informed and understand individual client needs with the ability to recognize opportunities to further educate clients.
• Provide legendary, personalized client experience when conducting outbound calls to clients.
• 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.
• Coordinate responses with other departments as necessary to ensure proper procedures and service.
• Actively assist and participate in projects and team meetings.
• 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 a high level of client service.
• Possess excellent organization, high attention to detail and time management skills with the aptitude to establish priorities.
• Display and foster integrity and honesty through the promotion of mutual trust and respect, demonstrates and fosters high moral standards, and treats others fairly and ethically.
• Confidence and strong personal credibility when establishing personal relationships and working with sophisticated clients.
• High attention to detail and the ability to uncover needs that are not articulated or clearly expressed by a client.
• 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.
• 1 - 3 Years of Financial or Investment industry experience is an asset.
• 2 - 3 Years of Administration experience is an asset.
• 2 - 3 Years of Customer Service experience is an asset.

Specialized skills or knowledge

• Thorough understanding of the Anti‐Money Laundering (AML) policies and procedures is an asset.
• Intermediate level with Outlook and Microsoft Office products and internet applications is required.
• Proficient understanding of how the Division operates is an asset.
• 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