Who We Are Anchored in our purpose to help clients achieve their financial goals, Odlum Brown has remained an independent, full-service investment firm for over 100 years. Wholly owned by its team members, the firm continues its tradition of leadership in the financial community as one of BC’s most respected investment firms.

THE OPPORTUNITY We have an eight (8) month contract opportunity for a Credit Administrator to join our award-winning firm in the Vancouver office. What You’ll Do As a Credit Administrator, you are responsible for managing and overseeing the administrative aspects of the credit process, ensuring compliance with internal policies and regulatory requirements.

The ideal candidate is an effective communicator with strong attention to detail and the ability to work in a high-volume, deadline-oriented environment. They are committed to providing exemplary client service and bring positive energy whether working independently or problem solving with team members.

This role requires the successful candidate to work onsite in the office five days per week.

Responsibilities

• Accurate and timely processing of internal transfers including foreign exchange transactions
• Respond to credit inquiries from our advisory team
• Validate and approve payments from client accounts
• Review client accounts to ensure compliance with internal credit, AML policies and FINTRAC
• Investigate suspicious transactions and escalate to management
• Monitor credit quality reports and follow up for appropriate action
• Prepare Short Position report for reporting to CIRO
• Prepare Guarantor reviews
• Maintain policy and procedures manuals
• Participate in key project initiatives
• Ensure department timelines are met

COMPETENCIES

• Advising and Coaching – Use knowledge and relationships to assess the needs of internal or external stakeholders, come up with recommendations, and provide coaching or advice that helps them solve challenges, grow and/or reach their goals
• 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
• Customer Service – Determine needs, capture relevant information, apply internal policy or regulation, and escalate and prioritize the requests of customers to answer inquiries, fulfill transactions, or resolve issues
• Developing Reports – Gather, compile, organize, and present accurate information in structured reports to support sound business decisions or provide insight
• Document and Information Management – Organize, store, maintain and retrieve documents, information and/or digital files to keep information accessible, orderly, secure, and up-to-date
• Regulatory Knowledge – Understand and apply relevant laws, regulations, and standards to meet legal and ethical requirements and reduce risk for clients and the firm
• Risk Assessment – Identify, analyze, and evaluate risks to make decisions and take actions that manage their likelihood and impact on achieving our objectives for the benefit of our clients, firm, and communities

Knowledge And Experience

• 1+ years of Client Services experience at a financial institution
• Related experience in the investment industry, CIRO regulatory reporting, trusts and estates is an asset
• Working knowledge of industry rules including AML, KYC, and CIRO margin requirements
• Experience processing high volumes of transactions, with proven ability to deliver results within deadlines
• Experience capturing workflows and control documentation
• Ability to exercise good judgement and decision making within a policy and regulatory framework
• Self-starter with the capacity to work independently, along with flexibility and willingness to assist others
• Confident decision maker with an eye for detail and expert analytical problem-solving capability
• Superior organizational and prioritization skills with demonstrated ability to manage competing priorities
• Excellent verbal and written communications and interpersonal skills, anchored in trust and respect
• Proficient in Microsoft 365
• Experience with the Broadridge Dataphile is an asset

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 encourage and appreciate each other’s contributions. We believe in rewarding team members and do this by providing a competitive total rewards package that is fair and equitable; mentorship programs; and a variety of professional development opportunities to expand your career. This role has an expected salary of $50,000-$55,000/year, plus the potential for bonuses.

Our team is growing, and we have 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 role, we invite you to submit a cover letter and resume by February 11, 2026. 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 are committed to creating an inclusive, accessible workplace where all team members feel valued and supported. If you require accommodation during the recruitment process, please email us at careers@odlumbrown.com.

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.