18 Sep
|
Olympia Financial Group
|
Calgary
18 Sep
Olympia Financial Group
Calgary
Join Olympia Trust Company as a Stock Transfer Operations Coordinator. Manage security holder transactions, client onboarding, and data entry in a full-time, on-site position. This role focuses on processing security-related transactions for clients in the Corporate & Shareholder Services division.
As an Operations Coordinator, you will ensure accurate data entry, maintain up-to-date records, and meet the customer service standards set by Olympia. Your ability to multitask and thrive in a dynamic setting will enable you to build relationships while maintaining high accuracy. Key Responsibilities:
- Process various security transactions and client requests
- Maintain confidential security holder records with precision
- Support onboarding by setting up templates and loading information
- Ensure compliance with audits and regulatory requirements
- Respond professionally to investor inquiries Requirements:
- 1-2 years of administrative experience in data entry
- High school diploma; post-secondary education is an asset
- Proficient in Microsoft Excel, Word, and Outlook
- Financial services experience preferred
- Bilingual in French is an asset Bring your strong communication, multitasking, and problem-solving skills to support Olympia Trust Company's operations.
📌 Stock Transfer Operations Coordinator (Calgary)
🏢 Olympia Financial Group
📍 Calgary