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 2 to 3 years of financial industry experience or similar function
• Minimum of two years people management and experience leading teams
• Ability to work efficiently and accurately in a fast-paced dynamic environment, with a sharp eye for detail
• Excellent organizational skills, able to prioritize important and time-sensitive tasks
• Self-starter and continuous learner with the capacity to work independently, along with flexibility and

willingness to assist others

• Critical thinker and skillful decision maker, adaptable in a changing regulatory environment
• Strong communication and presentation skills
• Expertise in advising a portfolio of internal clients and committed to delivering service excellence.
• Proficiency in Microsoft 365 (Word, Excel and Outlook)
• Experience in compliance, corporate actions, tax, trust and estates preferred
• Experience with Broadridge’s Dataphile, PureFees or similar bookkeeping system would be an asset

Suite 1100 – 250 Howe Street | Vancouver, BC V6C 3S9
M ain 604 669 1600 | Toll Free 1 888 886 3586 | Fax 604 681 8310
VANCOUVER KELOWNA VICTORIA CHILLIWACK COURTENAY LANGLEY Member-Canadian Investor Protection Fund

WHAT YOU’LL DO

As a Team Lead, you and the team will be responsible for processing high volumes of client account information to
ensure new and existing account applications are complete and accurate in a timely fashion. Reporting to the
Supervisor, New Accounts and Document Management, the ideal candidate is committed to client service excellence,
detail-oriented and driven to provide exemplary support to advisory groups in a fast-paced environment. This role
requires a critical thinker and skillful decision maker, who can quickly adapt in a continuously changing regulatory
environment.

RESPONSIBILITIES

• Review and process client account applications, in accordance with business rules and regulations related to

compliance, tax, trust and estates

• Maintain up-to-date knowledge of fee structure models to administer account fees

Suite 1100 – 250 Howe Street | Vancouver, BC V6C 3S9
Main 604 669 1600 | Toll Free 1 888 886 3586 | Fax 604 681 8310
VANCOUVER KELOWNA VICTORIA CHILLIWACK COURTENAY LANGLEY Member-Canadian Investor Protection Fund