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 precise administration, transaction processing, and client communication skills to Olympia's Associate Relationship Manager team.
Associate Relationship Manager Administration in Calgary employer: Olympia Financial Group Inc
At ABINFT Technical, we pride ourselves on being an exceptional employer that fosters a collaborative and innovative work culture in Calgary, AB. Our Power Platform & Automation Developer II role offers not only competitive benefits and a hybrid work environment but also ample opportunities for professional growth and development, allowing you to thrive while contributing to meaningful projects that leverage cutting-edge technology.
Contact Details:
Olympia Financial Group Inc Recruitment Team
