Risk Coordinator - Operations

Olympia Trust Company; Calgary; Hybrid; CAD 42,000 - 54,000; Full time

Job summary

Olympia Trust Company seeks a Risk Coordinator to complete reviews of IAS division transactions, ensuring accurate data entry and proper documentation. You will identify discrepancies, log details in daily reports, and provide feedback to stakeholders for corrections.

Collaborate with team members to promote service standards and help maintain Olympia Trust Company’s reputation. Strong attention to detail and time management are essential for success in this role.

Qualifications

• High school Diploma required.
• Experience in Finance or related field is an asset.
• 0–1 year financial experience is an asset.
• 1-2 years administrative or audit/data entry validation experience is an asset.
• Requires understanding of AML policies and procedures.
• Advanced knowledge of Excel is an asset.

Responsibilities

• Complete reviews of IAS division transactions to ensure data entry accuracy.
• Identify discrepancies and record details on daily reports.
• Submit feedback to stakeholders for corrections.
• Collaborate with team to adhere to service standards, policies and procedures.
• Verify payment source updates and generate EFT/Credit Card batch files.
• Own day-to-day operational activities to maintain efficient service.

Skills

Attention to detail

Time management

Analytical thinking

Written communication

Verbal communication

Problem solving

Flexibility and resilience

Team collaboration

Education

High school Diploma

1-2 years administrative or audit/data entry validation experience

Experience in Finance asset

Tools

Excel

Adobe

Outlook

SharePoint

Microsoft Office

Job description

The Risk Coordinator’s primary responsibility is completing reviews of daily IAS division transactions to ensure accuracy of data entry and receipt of authorized documentation. Duties include, quickly identifying discrepancies, recording details on daily reports, and submitting feedback to applicable stakeholders for corrections.

Collaborate with all team members to promote adherence to service standards, policies and procedures through constructive feedback and guidance.

Duties and Responsibilities

• Uphold the division and Olympia’s reputation and values, while promoting our motto “With Us, It’s Personal” in all interactions with employees, clients, and business associates.
• Meet or exceed team service standards.
• Validate completed IAS division transactions.
• Identify and report discrepancies.
• Verify payment source updates and generate EFT/Credit Card batch files.
• Act as subject matter expert in Data Validation.
• Actively participate in projects and team meetings.
• Own execution of day-to-day operational activities to maintain effective and efficient service.
• Flexible to perform various assigned tasks as requested by management and executives.
• Connection - We build long-term relationships by collaborating with our clients and industry participants.
• Accountability - We are a trusted business partner operating with transparency and integrity.
• Innovation - We leverage technology to continuously improve how we serve our customers.
• Ability to learn new software programs and internal operating systems.
• Confident in making optimal decisions with sound independent judgemen.t
• Strong attention to details, results oriented, with ability to problem solve complex transactions.
• Excellent organization and time management skills.
• Ability to prioritize daily tasks.
• Has good listening skills, observation abilities, and analytical thinking.
• Must have excellent written and verbal communication.
• Demonstrates flexibility and resilience in response to constraints, failures, and adversity.
• Meets quality assurance and performance standards.
• Displays and fosters integrity and honesty through the promotion of mutual trust and respect by treating others fairly and ethically.
• Must have the ability to maintain professionalism in all situations.

Formal Education and Experience

• High school Diploma required.
• Experience in Finance or related field of study is an asset.
• 0–1-year financial experience is an asset.
• 1-2 years administrative or audit/data entry validation experience is an asset.

Specialized Skills or Knowledge

• Requires a thorough understanding of the Anti‑Money Laundering (AML) policies and procedures.
• Beginner level with Adobe, Outlook, SharePoint, other Microsoft Office products and internet applications.
• Advanced knowledge of Excel is an asset.
• Entry level understanding of how the Investment Account Services Division operates.
• Successful completion of a Criminal Background check is required.