Elevate your career at Odlum Brown as a Registered Accounts Administrator in our Vancouver office. This client service-focused position requires knowledge of registered plans and robust organizational skills. We are seeking a motivated person with at least 2 years of relevant experience in the investment industry.

The Registered Accounts

Administrator will manage account activities and tax reporting for various registered accounts while providing exceptional service to clients and colleagues. Additionally, you'll contribute to continuous improvement initiatives within the firm. Key Responsibilities:

- Record and process client information for registered accounts
- Responsible for tax reporting related to registered products
- Answer internal and external client inquiries efficiently




- Lead training sessions on registered accounts for team members
- Collaborate on best practice initiatives for operational efficiency Requirements:
- 2+ years in client services within the investment sector
- Relevant post-secondary education or equivalent experience
- Familiarity with registered products and CRA guidelines
- Proficiency in Microsoft 365 and client management systems
- Strong communication and decision-making skills Become a key player in Odlum Brown’s dedicated team, driving excellence in client account management in Vancouver.

📌 Vancouver Registered Accounts Administrator Role
🏢 Odlum-Brown-1
📍 Vancouver