New Accounts Administrator

This year, Odlum Brown is proud to celebrate 100 years as an independent, employee-owned, full-service investment
firm. We are honoured to be nationally recognized as one of Canada’s Best Managed Companies and one of Canada’s
Most AdmiredTM Corporate Cultures, and to share the achievement of a century in business with our valued team
members, clients and communities.

CULTURE AND VALUES
We are very proud of the vibrant culture that we have built and sustained for many years. It’s the way we do things,
how we make decisions and what defines which behaviours work and don’t work – it’s what makes up our DNA.

Our values are the cornerstone of our culture, a set of principles that provide a compass for our actions and unify us
as a team.

PEOPLE
We have skiers, mountain bikers, hockey players, runners, volleyball players, movie buffs, bookworms, animal lovers,
musicians, yogis, world travelers and every other variety of person you can imagine. You will work with really
interesting people and make great friends, too.

COMMUNITY
We are serious about supporting the communities where we live and work. In 2020, Odlum Brown was the recipient
of the Canada’s Volunteer Award in the Business Leader category for British Columbia and the North. This national
recognition by the Canadian government is the result of our team members’ actions and continued support for
various causes and organizations in our communities. We are committed in heart and mind to everything we do in
the community, and we work hard to inspire passion and fun while doing it.

PROFESSIONAL DEVELOPMENT
Continuous learning matters. We are committed to providing career-long support for learning and growth.

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

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.

You will be partnered with the Team Lead and work in a collaborative environment 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
• Set up, update 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,

KNOWLEDGE AND EXPERIENCE
• Minimum of two years of investment industry experience in New Accounts, Client Services, Compliance or

investment-related courses is an asset

At 100 years young, our team is growing, and we’ve got room for one more if you’re interested. If this sounds like the
environment you’d like to work in and you have the credentials and experience for this job, we invite you to submit a
cover letter and resume to careers@odlumbrown.com by February 3, 2023.

Candidates must be legally eligible to work in Canada. Full disclosure of any restrictions must be disclosed at the time
of expressing interest and supporting evidence provided prior to any potential offer of employment.

We appreciate your interest and thank you for taking the time to consider this opportunity. We will be in touch with
individuals whose profiles most closely match what’s needed to be successful in this role.