Supervisor Corporate Actions

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 five years of corporate actions or related industry experience
• Minimum of three years of proven people leadership skills
• Undergraduate degree or equivalent work experience in a business-oriented discipline
• Proven ability to deliver results within prescribed deadlines
• Excellent verbal and written communication skills
• Ability to problem solve and exercise good judgment and decision making within a regulatory framework
• Experience with Broadridge’s Dataphile platform or similar data processing system
• Proficiency in Microsoft 365
• Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH), Investment Funds in Canada (IFC)
  courses or Chartered Professional Accountant designation is an asset

WHAT YOU’LL DO

This role requires an experienced and hands-on Supervisor to lead our Corporate Actions team. We are looking for a
Corporate Actions subject-matter expert to manage the day-to-day operations. The successful candidate is analytical,
process-driven and seasoned at juggling competing priorities to ensure tasks are executed with speed and accuracy.
This role will also provide you with the opportunity to apply your passion for team development and desire for
continuous improvement, while delivering exceptional client service.

RESPONSIBILITIES

• People Leadership:
  o Inspire, coach, support and develop the Corporate Actions team
  o Conduct formal performance review activities and coach for performance all year long
  o Support continuous learning and development of team members
  o Leverage the talent management program to identify and mentor emerging leaders for succession
  planning initiatives
  o Recruit internal and external candidates using best-in-class recruitment practices that align with the

firm’s core values

• Process Management:

o Coordinate and supervise activities required for the effective day-to-day operation of the Corporate
Actions team
o Support training programs directed towards our investment advisory team
o Review and improve existing practices and streamline department processes
o Provide guidance to the team on responding to exception scenarios and addressing deficiencies,
while considering various stakeholder positions
o Anticipate challenges and plan strategically for future growth opportunities
o Develop subject matter expertise for all facets of Corporate Actions requirements, including
maintaining up-to-date reference manuals

o Maintain high level of data accuracy for assurance in quality output

• Professional Competencies:

o Strong business acumen; excellent judgment, analytical and decision-making skills
o Self-confident team player with the ability to develop positive and productive relationships
o A high degree of self-discipline with superior time management and organizational abilities to juggle
multiple and competing priorities
o Problem-solving abilities accompanied by initiative to leverage technology to identify, streamline and
implement processing improvement opportunities
o Exercise good judgment in setting priorities and undertaking complex administrative tasks