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 opportunity for a Team Lead, New Accounts to join our award-winning firm in the Vancouver office.

WHAT YOU’LL DO

As a Team Lead, you and the team will be responsible for processing high volumes of client account information to ensure new and existing account applications are complete and accurate in a timely fashion. Reporting to the Supervisor, New Accounts and Document Management, the ideal candidate is committed to client service excellence, detail-oriented and driven to provide exemplary support to advisory groups in a fast-paced environment. This role requires a critical thinker and skillful decision maker, who can quickly adapt in a continuously changing regulatory environment.

RESPONSIBILITIES

• Review and process client account applications, in accordance with business rules and regulations related to compliance, tax, trust and estates
• Maintain up-to-date knowledge of fee structure models to administer account fees
• Ensure standard operating procedures are followed and service level agreements are met in a fast-paced, service-driven environment
• Deliver client service excellence by responding to inquiries professionally, efficiently, accurately and in a timely manner
• Provide advisors and their teams with expert advice and best practices related to the account opening process
• Partner with advisory teams, Compliance, Registered Plans, Corporate Actions and Tax, as well as Trust and Estate departments to remain current on new developments, anticipate impact to existing processes and execute changes as required
• Communicate department initiatives, changes and updates to designated portfolio group
• 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 a subject matter expert
• 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 escalate 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 organization
• 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 2 to 3 years of financial industry experience or similar function
• Minimum of two years people management and experience leading teams
• Ability to work efficiently and accurately in a fast-paced dynamic environment, with a sharp eye for detail
• Excellent organizational skills, able to prioritize important and time-sensitive tasks
• Self-starter and continuous learner with the capacity to work independently, along with flexibility and willingness to assist others
• Critical thinker and skillful decision maker, adaptable in a changing regulatory environment
• Strong communication and presentation skills
• Expertise in advising a portfolio of internal clients and committed to delivering service excellence.
• Proficiency in Microsoft 365 (Word, Excel and Outlook)
• Experience in compliance, corporate actions, tax, trust and estates preferred
• Experience with Broadridge’s Dataphile, PureFees or similar bookkeeping system would be 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; flexible work options; and a variety of professional development opportunities to expand your career. This role has an expected salary of $60,000 – $65,000/year, plus the potential for bonuses.

At over 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 role, we invite you to submit a cover letter and resume by July 11, 2025.

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.