New Accounts Administrator

at  Odlum Brown

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.
We are honoured to be nationally recognized as one of Canada’s Best Managed Companies and one of Canada’s Most
AdmiredTM Corporate Cultures, and to share the achievement of a century in business with our valued team members,
clients and communities.

KNOWLEDGE AND EXPERIENCE

• Minimum of two years of investment industry experience in New Accounts, Client Services, Compliance or

similar function

• University graduate with a Finance, Accounting or Business degree is an asset
• Proven experience in serving clients in a professional services environment
• Exceptional attention to detail and skilled at working efficiently and accurately
• Strong organizational skills with ability to prioritize important and time-sensitive tasks
• Self-starter with solid work ethic; eager to learn and take on new tasks and responsibilities
• Strong interpersonal and relationship-building skills with ability to work independently and within a team
• Excellent verbal and written communication skills
• Experience with Broadridge’s Dataphile, PureFees platform or similar bookkeeping system is an asset
• Intermediate proficiency in Microsoft 365
• Familiarity with the investment industry and/or completion of the Canadian Securities Course or other

investment-related courses is an asset

WHAT YOU’LL DO

This role reports to the Supervisor, New Accounts and Document Management, and works closely with our Investment
Advisors, Assistants and other departments within our Client Services operations.
You will be partnered with the Team Lead and work in a collaborative environment within the New Accounts and
Document Management team. You will be responsible for providing exemplary service to clients and advisory groups by
ensuring new and existing account information is complete and accurate, in accordance with regulatory compliance. The
ideal candidate is a critical thinker with exceptional attention to detail, combined with strong communication skills and
solid investment industry experience.

RESPONSIBILITIES

• Review a high volume of new and existing client account forms and update client account information
• Review and reconcile client account fees in accordance with fee model and structure
• Process client account documentation with accuracy and in accordance with regulatory compliance
• Provide customer service and administrative support to Investment Advisors and Assistants
• Deliver client service excellence by responding to inquiries accurately and in a timely manner
• Ensure standard operating procedures are followed and service level agreements are met in a fast-paced,

service-driven environment

• Maintain up-to-date knowledge of fee structure models
• Identify opportunities to streamline processes for operational efficiencies and collaborate with team members

to document new and existing processes

• Engage in continuous learning and development to increase knowledge as an account administration expert

including but not limited to processing, regulations and fees

• Participate in cross-functional department reporting, audit and review projects