Financial Registered Accounts Administrator

Elevate your career with Odlum Brown as a Registered Accounts Administrator focused on client service in Vancouver. Bring your expertise in registered plans and deliver exceptional support to advisory teams.

Join Odlum Brown, an award-winning investment firm, as a Registered Accounts Administrator. This role requires a detail-oriented individual with 2+ years of experience in the investment industry, particularly in Client Services. Leverage your knowledge of registered products, tax reporting, and client inquiries to enhance operational efficiency and client satisfaction.

Key Responsibilities:

• Record and process client account activities for registered accounts

• Handle tax reporting for registered products effectively

• Provide timely responses to internal and external client requests

• Support training initiatives for colleagues on registered accounts

• Lead continuous improvement efforts in service delivery

Requirements:

• 2+ years in investment industry or Client Services

• Post-secondary education in business or a related field

• Proficient in CRA guidelines and regulatory requirements

• Experience with financial systems like Broadridge Dataphile

• Strong communication and organizational skills

Contribute to Odlum Brown’s legacy of financial excellence with your client service skills and expertise in registered accounts.
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