THE OPPORTUNITY

We have an opportunity for a New Accounts Administrator to join our award-winning firm in the Vancouver office.

WHAT YOU’LL DO

This role reports to the Supervisor, New Accounts and Document Management, and works closely with our Investment Advisors, Assistants and other departments within our Client Services operations. This role requires an on-site requirement of 5 days a week to start in office.

You will be partnered with the Team Leads and work in a collaborative workplace within the New Accounts and Document Management team. You will be responsible for providing exemplary service to clients and advisory groups by ensuring new and existing account information is complete and accurate, in accordance with regulatory compliance. The ideal candidate is a critical thinker with exceptional attention to detail, combined with strong communication skills and solid investment industry experience.

RESPONSIBILITIES

- Review a high volume of new and existing client account forms and update client account information
- Review and reconcile client account fees in accordance with fee model and structure
- Process client account documentation with accuracy and in accordance with regulatory compliance
- Provide customer service and administrative support to Investment Advisors and Assistants
- Deliver client service excellence by responding to inquiries accurately and in a timely manner
- Ensure standard operating procedures are followed and service level agreements are met in a fast-paced, service-driven environment
- Maintain up-to-date knowledge of fee structure models




- Identify opportunities to streamline processes for operational efficiencies and collaborate with team members to document new and existing processes
- Engage in continuous learning and development to increase knowledge as an account administration expert including but not limited to processing, regulations and fees.
- Participate in cross-functional department reporting, audit and review projects

COMPETENCIES

- Analysis – Assess quantitative and qualitative data, information, or situations to understand the most important details, identify patterns or meaning, and translate it into useful recommendations, decisions, or actions
- Coordination – Prioritize, organize, and manage information, people, assets, resources, messages, tasks and/or activities to achieve a goal within timelines
- Customer Service – Determine needs, capture relevant information, apply internal policy or regulation, and elevate and prioritize the requests of customers to answer inquiries, fulfill transactions, or resolve issues
- Operational Policy and Procedures – Apply knowledge of the firm’s procedures and processes to execute work to a high standard of consistency, efficiency, compliance, and safety
- Project Management – Plan, coordinate, execute, and oversee projects, balancing time, resources, and scope to achieve objectives, support stakeholders, and meet deadlines
- Regulatory Knowledge – Understand and apply relevant laws, regulations,



and standards to meet legal and ethical requirements and reduce risk for clients and the firm
- Systems and Application Proficiency – Use, maintain, manage, or improve specific systems or applications in our role to work effectively and efficiently

KNOWLEDGE AND EXPERIENCE

- Minimum of two years of investment industry experience in New Accounts, Client Services, Compliance or similar function
- University graduate with a Finance, Accounting or Business degree is an asset
- Proven experience in serving clients in a professional services environment
- Exceptional attention to detail and skilled at working efficiently and accurately
- Solid organizational skills with ability to prioritize important and time-sensitive tasks
- Self-starter with solid work ethic; eager to learn and take on new tasks and responsibilities
- Strong interpersonal and relationship-building skills with ability to work independently and within a team
- Excellent verbal and written communication skills
- Experience with Broadridge’s Dataphile, PureFees platform or similar bookkeeping system is an asset
- Intermediate proficiency in Microsoft 365 (Word, Excel and Outlook)

WHAT WE OFFER

A culture of openness, collaboration and respect is foundational to our firm. We are a diverse, driven group of individuals who genuinely care about one another and value each individual’s contribution.

We offer a competitive and equitable total rewards package, including mentorship programs and meaningful professional development to support your continued growth. The salary for this role is $50,000 – $55,000/year, plus the potentia

📌 New Accounts Administrator (Vancouver)
🏢 Odlum Brown
📍 Vancouver