Join Odlum Brown as a Registered Accounts Administrator in our Vancouver office. This role emphasizes solid client service skills and thorough knowledge of registered financial accounts.
We are looking for a detail-oriented candidate with 2+ years in investment client services. The Registered Accounts Administrator will support advisory groups by managing registered accounts like RRSP and TFSA. You will respond to client inquiries and lead training for colleagues while enhancing operational efficiency across the team.
Key Responsibilities:
• Process account activity for registered accounts efficiently
• Handle tax reporting for registered products
• Respond promptly to client inquiries and requests




• Support training for current colleagues on registered accounts
• Initiate continuous improvement for best practices
Requirements:
• 2+ years of investment industry client services experience
• Post-secondary education in business or related field
• Knowledge of registered products preferred
• Experience with financial regulations and CRA guidelines
• Proficient with Microsoft 365 and bookkeeping systems
Utilize your investment knowledge and commitment to client service as part of Odlum Brown’s team in Vancouver.
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📌 Registered Accounts Administrator In Vancouver
🏢 Odlum-Brown-1
📍 Vancouver