WHO WE ARE

Anchored in our purpose to help clients achieve their financial goals, Odlum Brown has remained an independent, full-service investment firm for over 100 years. Wholly owned by its team members, the firm continues its tradition of leadership in the financial community as one of BC’s most respected investment firms.

KNOWLEDGE AND EXPERIENCE

• 1-2 years of experience in a Mutual Funds or Client Services department within an investment firm
• Finance and/or Accounting (or related) education and experience is an asset
• Strong organizational and time management skills, with the ability to prioritize multiple and competing tasks
• Ability to work efficiently and accurately in a fast-paced, dynamic environment with a sharp eye for detail
• Self-starter with the capacity to work independently, along with flexibility and willingness to assist
• Reliable team player who enjoys collaborating with others
• Excellent verbal and written communication skills
• Intermediate proficiency in Microsoft 365 (Word, Excel and Outlook)
• Experience with the Broadridge Dataphile platform or similar bookkeeping system is an asset

WHAT YOU’LL DO

Reporting to the Supervisor, Mutual Funds and GICs, the ideal candidate is client service focused, detail oriented and driven to provide exemplary support to advisory groups in a fast-paced environment. We offer a collaborative work environment, partnering closely with members of the Mutual Funds and GICs team and other departments within our Client Services operations.

RESPONSIBILITIES

• Execute mutual fund trades with a high level of speed and accuracy
• Ensure all mutual fund trade revisions are processed accurately and on time
• Monitor and troubleshoot mutual fund orders in a timely manner
• Process commission and trailer fees
• Process and reconcile cash dividend and dividend reinvestment payments in client accounts
• Communicate and answer inquiries from Advisory teams and Operations groups by email and phone
• Liaise and maintain relationships with key contacts