Become a vital part of our successful team as a New Accounts Administrator in Vancouver. This full-time in office role emphasizes accuracy in client account management and regulatory compliance.

We're seeking a detail-oriented professional to support our New Accounts and Document Management team. You will work closely with Investment Advisors, ensure client account data accuracy, and deliver outstanding customer service. This role demands strong analytical abilities and a background in the investment industry to excel in our collaborative environment.

Key Responsibilities:
• Review and update new and existing client accounts
• Reconcile account fees according to fee structures
• Process account documentation in compliance with regulations




• Provide administrative support to advisors and clients
• Ensure service level agreements and procedures are met

Requirements:
• Minimum two years of experience in the investment industry
• Strong attention to detail with organizational skills
• Excellent verbal and written communication abilities
• Familiarity with Broadridge’s Dataphile or similar systems
• Intermediate proficiency in Microsoft 365 applications

Contribute to client service excellence and operational efficiency as our New Accounts Administrator in Vancouver.
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📌 On-Site New Accounts Administrator Vancouver (British Columbia)
🏢 Odlum Brown
📍 British Columbia