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Corporate Actions and Tax Reporting Specialist
2 months ago
Odlum Brown Limited is a leading investment firm that has remained an independent, full-service investment firm for over 100 years. Our purpose is to help clients achieve their financial goals, and we are committed to providing exceptional service and expertise to our clients.
Our Culture and ValuesWe are guided by a set of timeless core values – Client Focus, Teamwork, Accountability, Independence, Integrity, and Community – that shape our vibrant and ever-evolving culture.
Job SummaryWe are seeking a highly skilled and detail-oriented individual to join our team as a Corporate Actions and Tax Reporting Specialist. The successful candidate will be responsible for processing income, dividend reinvestment, and corporate action reorganization events with accuracy, researching and investigating income and corporate action reorganization events for tax reporting purposes, and providing exceptional client service and administrative support to our Investment Advisors and Assistants.
Key Responsibilities- Process income (dividend and interest), dividend reinvestment, and corporate action reorganization events 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
- 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 36
- 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
We offer a competitive total rewards package that is fair and equitable, including a salary range of $48,000 - $51,000/year, plus the potential for bonuses.
- Competitive salary and bonus structure
- Flexible work options and work-life balance
- Mentorship programs and professional development opportunities
- Team-building and social events
