29 Oct
|
Olympia Financial Group
|
Calgary
29 Oct
Olympia Financial Group
Calgary
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 solid 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