Manage client account administration through accurate financial transactions, documentation, and timely follow-up as an Associate Relationship Manager at Olympia.

This Associate Relationship Manager supports client relationships by processing financial and non-financial transactions. The role requires careful document control, direct client communication, and coordination with third parties and internal departments. You will help resolve outstanding documentation issues while following Olympia guidelines, regulatory requirements, and priorities.

Key Responsibilities:

- Process client-based financial and non-financial transactions
- Maintain complete, orderly client files and documentation
- Follow up on outstanding documents and escalate issues




- Coordinate responses with departments and third parties
- Participate in projects and team meetings

Requirements:

- High school diploma required
- Organization, attention to detail, and time management skills
- Intermediate Outlook, Microsoft Office, and internet applications
- Professionalism, integrity, and strong personal credibility
- Criminal background check completion required

Bring exact administration, transaction processing, and client communication skills to Olympia’s Associate Relationship Manager team.

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📌 Associate Relationship Manager Administration (Calgary)
🏢 Olympia Financial Group
📍 Calgary