Become an Estates Specialist with Olympia, where proactive expertise and quality communication are vital. Deliver personalized support and mentor teams while ensuring top service standards.

As a vital member of our team, you will leverage your subject matter expertise in team policies and service standards. Upholding Olympia's reputation, you'll handle client inquiries, mentor team members, and contribute to operational efficiency. This role requires flexibility and cutting-edge thinking in problem-solving on complex transactions.

Key Responsibilities:
• Promote Olympia’s values and motto in client interactions
• Maintain up-to-date knowledge of products and services
• Develop efficiency solutions for business processes




• Mentor team members through training and support
• Address client inquiries and minor escalations effectively

Requirements:
• High school diploma required; finance experience preferred
• 2-3 years in financial or investment industry
• Proficiency in Microsoft Office products
• Understanding of Anti-Money Laundering policies
• Bilingual in French and English is an asset

Utilize your communication, judgment, and organizational skills to excel as an Estates Specialist at Olympia.
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📌 Estates Specialist at Olympia (Alberta)
🏢 Olympia Trust
📍 Alberta