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Account Transfers Coordinator

2 months ago

Vancouver, British Columbia, Canada Odlum Brown Limited Full time $45,000 - $50,000
About Odlum Brown Limited

We are a leading independent investment firm with a rich history of over 100 years. Our firm is wholly owned by our team members, and we take pride in our tradition of leadership in the financial community.

Our Culture and Values

We are guided by a set of timeless core values that shape our culture and inform our actions. These values include Clients First, People, Accountability, Independence, Integrity, and Community.

The Role

We are seeking an Account Transfers Administrator to join our award-winning team in the Vancouver office. As a key member of our Account Transfers team, you will be responsible for processing incoming and outgoing transfer requests, liaising with Investment Advisors and other departments, and ensuring seamless account transfers.

Responsibilities
  • Process incoming and outgoing transfer requests with speed and accuracy
  • Verify and ensure transfer documents are in good order with advisor teams
  • Monitor and troubleshoot transfers of accounts in a timely manner
  • Liaise with advisor teams and cross-train in other functions within the department, as needed
Requirements
  • Minimum of 1–2 years Transfers experience within an investment firm
  • Familiarity with investment accounts (RRSPs and TFSAs) is an asset
  • Strong client services skills, with a keen eye for detail and the ability to work efficiently and accurately
  • Strong organizational skills, with the ability to prioritize important and time-sensitive tasks
  • Self-starter with the capacity to work independently, along with flexibility and willingness to assist others
What We Offer

We offer a competitive total rewards package, mentorship programs, flexible work options, and a variety of professional development opportunities to expand your career. This role has an expected salary of $45,000 – $50,000/year, plus the potential for bonuses.