Odlum Brown Registered Accounts Team Lead

Join Odlum Brown as a Team Lead, Registered Accounts in Vancouver and contribute to client account excellence. Bring your strong knowledge of registered products to a collaborative environment.

In this role, you will lead a team focused on registered accounts, ensuring adherence to service standards and operational efficiency. Candidates with experience in client service and strong organizational skills will thrive in this position.

Your role is vital in supporting regulatory compliance and enhancing the overall client experience.

Key Responsibilities:

• Lead team on registered accounts activities and client support

• Maintain compliance with operating procedures and service agreements

• Assist in processing tax reporting for Registered Accounts

• Provide expert advice to advisors and teams

• Engage in training for team members on best practices

Requirements:

• 2-3 years in investment industry with Registered Accounts

• Experienced in leadership and team management

• Knowledge of regulatory standards and practices

• Strong communication and project management skills

• Familiarity with Broadridge Dataphile or similar systems

Utilize your expertise to elevate client solutions at Odlum Brown.
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