Corporate Actions and Tax Reporting Administrator

5 months ago

Vancouver, Canada Odlum Brown Full time

**FIRM OVERVIEW**

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.

**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 Corporate Actions and Tax Reporting Administrator to join our award-winning firm**

**in the Vancouver office.**

Reporting to the Supervisor, Corporate Actions and Taxation, you will be responsible for processing dividends,

interests and corporate action events and participate in tax reporting for clients.

**RESPONSIBILITIES**
- Process income (dividend and interest), dividend re-investment and corporate action reorganization events

(stock split, spin off, stock distribution, etc.) with accuracy
- Research and investigate income and corporate action reorganization events for tax reporting purposes
- Provide client 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
- 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 a corporate actions and tax expert

**KNOWLEDGE AND EXPERIENCE**
- 1 to 2 years of investment industry experience in Corporate Actions, Taxation, Client Services, Banking or

similar function
- University graduate with a Finance, Accounting or Business degree
- Proven experience of 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
- Intermediate proficiency in MS Office (Word, Excel and Outlook)
- Experience with Broadridge’s Dataphile platform or similar bookkeeping system is an asset
- Familiarity with the investment industry or tax and accounting experience at other firms is an asset
- Completion of the Canadian Securities Course or other investment-related courses is an asset

A culture of openness, collaboration and respect is foundational to our firm. We are a diverse, driven group of

individuals who genuinely care about one another and encourage and appreciate each other’s contributions. We

believe in rewarding team members and do this by providing a competitive total rewards package that is fair and

equitable; mentorship programs; flexible work options; and a variety of professional development opportunities to

expand your career. This role has an expected salary of $48,000 - $51,000/year, plus the potential for bonuses.

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 role, we invite you to submit a cover letter and

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

We appreciate your interest an

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