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 Mutual Funds Administrator to join our award-winning firm in the Vancouver office. What You’ll Do Reporting to the Supervisor, Mutual Funds and GICs, the ideal candidate is client service focused, detail oriented and driven to provide exemplary support to advisory groups in a fast-paced environment. We offer a collaborative work environment, partnering closely with members of the Mutual Funds and GICs team and other departments within our Client Services operations.

Responsibilities

• Execute mutual fund trades with a high level of speed and accuracy
• Ensure all mutual fund trade revisions are processed accurately and on time
• Monitor and troubleshoot mutual fund orders in a timely manner
• Process commission and trailer fees
• Process and reconcile cash dividend and dividend reinvestment payments in client accounts
• Communicate and answer inquiries from Advisory teams and Operations groups by email and phone
• Liaise and maintain relationships with key contacts

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 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

• 1-2 years of experience in a Mutual Funds or Client Services department within an investment firm
• Finance and/or Accounting (or related) education and experience is an asset
• Strong organizational and time management skills, with the ability to prioritize multiple and competing tasks
• Ability to work efficiently and accurately in a fast-paced, dynamic environment with a sharp eye for detail
• Self-starter with the capacity to work independently, along with flexibility and willingness to assist
• Reliable team player who enjoys collaborating with others
• Excellent verbal and written communication skills
• Intermediate proficiency in Microsoft 365 (Word, Excel and Outlook)
• Experience with the Broadridge Dataphile platform or similar bookkeeping system 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; flexible work options; and a variety of professional development opportunities to expand your career. This role has an expected salary of $48,000 - $53,000/year, plus the potential for bonuses.

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 September 12, 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.