Corporate Actions

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 opportunity for a Corporate Actions and Tax Reporting Administrator to join our award-winning firm**
**in the Vancouver office.**

Reporting to the Supervisor, Tax Reporting, you will be responsible for processing dividends, interests and corporate
action events, as well as 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 Microsoft 365
- Experience with the Broadridge 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 and thank you for taking the time to consider this oppor

  • Specialist, Corporate Actions

    2 months ago

    Vancouver, Canada Connor, Clark & Lunn Financial Group Full time

    **Specialist, Corporate Actions** **Connor, Clark & Lunn Financial Group** **Vancouver, BC** When you join the Institutional Portfolio Operations (IPO) group in the Corporate Actions team, you are joining a group of focused, passionate and energetic individuals, who together have a direct impact on the investment success of individuals, pension funds,...

  • Analyst, Corporate Actions

    3 months ago

    Vancouver, Canada Connor, Clark & Lunn Financial Group Full time

    **Analyst, Corporate Actions** **Connor, Clark & Lunn Financial Group** **Vancouver, BC** When you join the Institutional Portfolio Operations (IPO) group in the Corporate Actions team, you are joining a group of focused, passionate and energetic individuals, who together have a direct impact on the investment success of individuals, pension funds,...

  • Intern, Corporate Actions

    3 months ago

    Vancouver, Canada Connor, Clark & Lunn Financial Group Full time

    **Intern, Corporate Actions** **Connor Clark & Lunn Financial Group** **Vancouver, BC** **The Position** CC&L Financial Group is seeking an Intern Specialist to join Corporate Actions Team for an 8-Month term (January - August, 2025), with a potential for extension up to 12-Months. **What do we offer Intern?** A dynamic, fast-paced work environment...

  • Analyst, Corporate Actions

    7 months ago

    Vancouver, Canada Connor, Clark & Lunn Financial Group Full time

    **Analyst, Corporate Actions** **Connor, Clark & Lunn Financial Group** **Vancouver, BC** When you join the Institutional Portfolio Operations (IPO) group in the Corporate Actions team, you are joining a group of focused, passionate and energetic individuals, who together have a direct impact on the investment success of individuals, pension funds,...

  • Supervisor, Corporate Actions

    1 month ago

    Vancouver, Canada TEEMA Full time

    You will lead 3 people in this role; 1 Team Lead and 2 Administrators. - Annual Bonuses, Employee owned, Offer ownership in shares. - 4 Weeks holiday for Supervisors - Opportunity for growth **Requirements**: 5 years of Corporate Actions, really looking for a SME in Corporate Actions Broadridge Dataphile platform or similar data processing system but strong...

  • Supervisor, Corporate Actions

    1 month ago

    Vancouver, Canada TEEMA Full time

    You will lead 3 people in this role; 1 Team Lead and 2 Administrators. - Annual Bonuses, Employee owned, Offer ownership in shares. - 4 Weeks holiday for Supervisors - Opportunity for growth **Requirements**: 5 years of Corporate Actions, really looking for a SME in Corporate Actions Broadridge Dataphile platform or similar data processing system but strong...

  • Corporate Actions Lead

    2 weeks ago

    Vancouver, British Columbia, Canada Odlum Brown Limited Full time $70,000 - $80,000

    About Odlum Brown LimitedAs a leading independent investment firm, Odlum Brown Limited has been committed to helping clients achieve their financial goals for over 100 years. With a rich history of leadership in the financial community, we continue to be one of BC's most respected investment firms.Career OpportunitiesWe are seeking an experienced and skilled...

  • Supervisor, Corporate actions

    1 month ago

    Vancouver, Canada TEEMA Full time

    --You will lead 3 people in this role; 1 Team Lead and 2 Administrators. --Annual Bonuses, Employee owned, Offer ownership in shares.--4 Weeks holiday for Supervisors-- Opportunity for growth Requirements:5 years of Corporate Actions, really looking for a SME in Corporate ActionsBroadridge Dataphile platform or similar data processing system but strong...

  • Supervisor Corporate Actions

    2 months ago

    Vancouver, Canada Odlum Brown Full time

    **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...

  • Corporate Actions Team Leader

    3 weeks ago

    Vancouver, British Columbia, Canada Odlum Brown Limited Full time $70,000 - $80,000

    We are a respected investment firm, committed to delivering exceptional results for our clients. With over 100 years of experience, we have established a strong presence in the financial community as one of BC's most trusted investment firms.As a Supervisor, Corporate Actions at Odlum Brown Limited, you will be responsible for leading our Corporate Actions...

  • Corporate Actions Team Leader

    4 days ago

    Vancouver, British Columbia, Canada Odlum Brown Limited Full time $70,000 - $80,000

    At Odlum Brown Limited, we are seeking an experienced Corporate Actions Supervisor to join our award-winning team in the Vancouver office.About UsWe are a full-service investment firm with over 100 years of experience. Our company is owned by our team members, and we continue to lead the financial community as one of BC's most respected investment firms.We...

  • Corporate Actions Team Lead

    2 weeks ago

    Vancouver, British Columbia, Canada Odlum Brown Limited Full time

    About Odlum Brown LimitedAnchored in our purpose to help clients achieve their financial goals, Odlum Brown has remained an independent, full-service investment firm for over a century.We are a diverse group of individuals who genuinely care about one another and encourage and appreciate each other's contributions.Job Title: Corporate Actions Team LeadWe...

  • Corporate Actions Team Lead

    3 weeks ago

    Vancouver, British Columbia, Canada Odlum Brown Limited Full time $70,000 - $80,000

    About Odlum Brown LimitedWe are a forward-thinking, independent investment firm with over 100 years of experience. As a wholly owned company by our team members, we have remained committed to delivering exceptional client service and fostering a culture of collaboration and respect.Job SummaryWe are seeking an experienced Supervisor, Corporate Actions to...

  • Corporate Actions Leadership Role

    6 days ago

    Vancouver, British Columbia, Canada Odlum Brown Limited Full time $70,000 - $80,000

    About Odlum Brown LimitedEstablished in 1926, Odlum Brown Limited has remained an independent, full-service investment firm for over 100 years. Wholly owned by its team members, the firm continues to uphold a tradition of leadership in the financial community as one of BC's most respected investment firms.Career OpportunityWe are currently seeking an...

  • Business Development Supervisor

    2 weeks ago

    Vancouver, British Columbia, Canada Odlum Brown Limited Full time

    About Odlum Brown LimitedWe are a leading independent investment firm with a rich history of providing exceptional client service. Our company culture is built on a set of timeless core values that guide our actions and decisions.Job SummaryWe are seeking an experienced Business Development Supervisor to join our Corporate Actions team in Vancouver. As a key...

  • Corporate Actions Leadership Role

    2 weeks ago

    Vancouver, British Columbia, Canada Odlum Brown Limited Full time $70,000 - $80,000

    About Odlum Brown LimitedWe are a leading independent investment firm, wholly owned by our team members, and have been serving clients for over 100 years. Our commitment to helping clients achieve their financial goals has earned us recognition as one of Canada's Best Managed Companies and Most Admired Corporate Cultures.Our company culture is built on six...

  • Corporate Actions and Tax Reporting Administrator

    6 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...

  • Corporate Actions Supervisor

    1 week ago

    Vancouver, British Columbia, Canada Odlum Brown Limited Full time

    About Odlum Brown LimitedAt Odlum Brown Limited, we pride ourselves on being an independent, full-service investment firm with a rich history spanning over 100 years. We are a wholly owned company by our team members, and our tradition of leadership in the financial community is reflected in our national recognition as one of Canada's Best Managed Companies...

  • Corporate Actions Leader

    3 weeks ago

    Vancouver, British Columbia, Canada Odlum Brown Limited Full time

    Odlum Brown Limited is a reputable investment firm with over 100 years of experience in serving clients' financial goals. As a full-service, independent firm, we maintain our commitment to excellence in the financial community.We are honored to be recognized as one of Canada's Best Managed Companies and Canada's Most Admired Corporate Cultures. Our vibrant...

  • Corporate Actions Team Lead

    4 weeks ago

    Vancouver, British Columbia, Canada Odlum Brown Limited Full time

    Anchored in our commitment to delivering exceptional client service, Odlum Brown Limited has remained a trusted and respected full-service investment firm for over 100 years.We are proud of our tradition of leadership in the financial community and our reputation as one of BC's most admired firms.Cultivating a vibrant culture that values clients first,...