Elevate your career with Odlum Brown as a Registered Accounts Administrator in Vancouver. This role focuses on client support, handling registered accounts, and compliance with financial regulations.
Reporting to the Supervisor of Registered Accounts, you will be a key player in providing high-quality client service while possessing a thorough understanding of registered plans. You'll manage forms, tax reporting, and inquiries while contributing to the continuous improvement of operational efficiency and service levels.
Key Responsibilities:
• Process client account forms for various registered accounts
• Handle tax reporting for registered products
• Respond promptly to client inquiries and requests




• Lead training initiatives for colleagues and assistants
• Collaborate with team members to improve best practices
Requirements:
• 2+ years in investment industry client services
• Post-secondary education in business or related field
• Knowledge of registered products and CRA guidelines
• Familiarity with financial regulations and reporting
• Proficiency in Microsoft 365 applications
Utilize your skills in client service and financial regulations at Odlum Brown to enhance the client experience.
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📌 Registered Accounts Administrator at Odlum Brown (Vancouver)
🏢 Odlum Brown
📍 Vancouver