We have an opportunity for an Account Transfers Administrator to join our award-winning firm in the Vancouver office. Reporting to the Supervisor, Account Transfers, you will work in a collaborative environment within the Account Transfers team. You will be responsible for processing incoming and outgoing transfer requests and liaising with Investment Advisors, Assistants and other departments within our Client Services operations.

Process incoming and outgoing account transfer requests Verify and ensure transfer documents are in positive order with advisor teams Analysis – Able to analyze both qualitative and quantitative data to identify key themes, insights or issues or support decision making, critically evaluate information, separating relevant details from noise, provide input into decisions by interpreting information in context Customer Service – Able to independently determine customer needs and provide solutions for common inquiries or requests, apply internal policies and regulations effectively to fulfill transactions and resolve routine issues, prioritize and escal customer requests appropriately to ensure timely resolution Operational Policy and Procedures – Able to apply standard policies and procedures independently, identify and address minor inefficiencies in processes,



ensure compliance with established guidelines in daily work Project Management – Able to assist with basic project tasks under guidance, track project milestones and update stakeholders on progress, demonstrate awareness of key project management principles Regulatory Knowledge – Able to independently ensure compliance with standard laws and regulations in daily work, provide guidance to others on basic compliance issues, stay informed about updates to relevant regulatory requirements 1+ years account transfers experience within an investment firm is an asset ~ Familiarity with investment accounts (RRSPs and TFSAs) is an asset ~ Experience with Broadridge Dataphile and ATON system is an asset ~ Intermediate proficiency of Microsoft 365, including Word, Excel and Outlook;

experience with Copilot is an asset We are a diverse, driven group of individuals who genuinely care about one another and value each person’s contribution. The salary for this role is $50,000 – $55,000/year, plus the potential for bonuses. Any employment restrictions must be disclosed at the time of application, with supporting documentation provided prior to a potential offer of employment.

📌 Accounts Administrator, Investment Services (Vancouver)
🏢 Odlum Brown
📍 Vancouver