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Client Services Administrator

4 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 eight (8) month co-op opportunity for three (3) Client Services Administrators to join our award-**
**winning firm in the Vancouver office. The co-op term is from September 2024 to April 2025.**

**WHAT YOU’LL DO**
As a Client Services Administrator, you will work in a collaborative environment with various departments in our
Client Services team (including Account Transfers, Accounting, Corporate Actions and Taxation, Fees, Mutual Funds
and GICs, New Accounts and Documents Management, Registered Accounts and Securities).

You have the ability to work in a high-volume, deadline-oriented setting while maintaining accuracy and a high level
of client service. You thrive in an environment that requires juggling competing priorities, and you are committed to
operational excellence by going above and beyond your day-to-day responsibilities.***

**RESPONSIBILITIES**
- Provide administrative support and processing activities related to Client Services departments
- Support Investment Advisors, Assistants and other Client Services teams in a fast-paced, service-driven

environment
- Administer policies and procedures and adhere to department guidelines
- Review, evaluate, recommend and implement new procedures for continuous improvement and operational
- efficiency- Establish work priorities to ensure deadlines are met and procedures are followed

**KNOWLEDGE AND EXPERIENCE**
- Pursuing post-secondary degree in Finance, Accounting or Business
- 1-2 years of customer service experience
- Knowledge of financial services or investment industry is an asset
- Strong organizational and time management skills, with the ability to prioritize multiple and competing tasks
- Strong client services skills, with a keen eye for detail and the ability to work efficiently and accurately
- Excellent verbal and written communication skills
- Reliable team player who enjoys collaborating with others
- Intermediate proficiency in Microsoft Office (Excel and Outlook)
- Completion of Canadian Securities Course or other investment-related courses an asset

**WHAT WE OFFER**
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 rate of $24.00/hour.

Our team is growing, and we’ve got room for three 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

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

We appreciate your interest and thank you for taking the time to consider this opportunity. We will be in touch with
individuals whose profiles most closely match what’s needed to be successful in this role.