New Accounts Administrator

1 week ago

Vancouver, British Columbia, Canada Odlum Brown Full time

ODLUMBROWN.COM

New Accounts Administrator - Vancouver

FIRM OVERVIEW
Anchored in our purpose to help clients achieve their financial goals, Odlum Brown has remained an independent,
full-service investment firm for 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.

CULTURE AND VALUES
Guided by a set of timeless core values - Clients First, People, Accountability, Independence, Integrity and
Community - we are very proud of the vibrant, ever-evolving culture that we have built over the years. These values

are the cornerstone of our culture and the principles that provide a compass for our actions and unify us as a team.


PEOPLE
We have skiers, mountain bikers, hockey players, runners, volleyball players, movie buffs, bookworms, animal lovers,
musicians, yogis, world travelers - all with diverse backgrounds and experiences to share from around the globe. You
will work with really interesting people and make great friends, too.

COMMUNITY
We are serious about supporting the communities where we live and work. A recipient of a Canada's Volunteer
Award from the Government of Canada, we are committed in heart and mind to everything we do in the community,
and we work hard to inspire passion and fun while doing it.

PROFESSIONAL DEVELOPMENT
Continuous learning matters. We are committed to providing career-long support for learning and growth.***
THE OPPORTUNITY

We have an opportunity for a New Accounts Administrator to join our award-winning firm in the Vancouver office.
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
communication skills and solid investment industry experience.

RESPONSIBILITIES:

  • Review a high volume of new and existing client account forms and update client account information
  • Set up, update 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 fastpaced,

- service-driven environment
  • Maintain uptodate knowledge of fee structure models to administer account fees
  • 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 fee expert
  • Participate in crossfunctional department reporting, audit and review projects

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 timesensitive tasks
  • Selfstarter with solid work ethic; eager to learn and take on new tasks and responsibilities
  • Strong interpersonal and relationshipbuilding skills with ability to work independently and within a team
  • Excellent verbal and written communication skills
  • Experience with Broadridge's Dataphile, Pure Fees platform or similar bookkeeping system is an asset
  • Intermediate proficiency in MS Office (Word, Excel and Outlook)
  • Familiarity with the investment industry and/or completion of the Canadian Securities Course or other
investment-related courses is an asset

At 100 years young, our team is growing, and we've got room for one more if you're interested. If this sounds like the
environment you'd like to work in and you have the credentials and experience for this job, we invite you to submit a

of expressing interest and supporting evidence provided prior to any potential offer of employment.

We appreciate your interest and thank you for taking

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