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Added 15 hours ago
SN
Customer Service Representative - Full Time
Splash N Learn Swim School Inc
Barrie, ON
- $53,000 to $58,000 CAD / year
- Full-time
As a member of the Swimmer Care Team, the Office Administrator & Customer Service Representative plays a vital role in maintaining efficient administrative operations and delivering…
Added 15 hours ago
Site Inspector
Hatch
Mississauga, ON
…globe. With expertise in sustainable studies, asset building and operations, and industry-leading efficiencies, our best-in-class team leverages methodologies, governance and systems that…
Added 16 hours ago
PO
Nongsa Project, Batam
PT ODG Indonesia
Clarington, ON
- Volunteer
We are looking fo an experienced Sales Coordinator to coordinate sales operations, support business development activities, monitor sales performance, and ensure the sales team achieves…
Added 16 hours ago
TA
Epicor Administrator & Developer
Talent Advantage Group
Montreal, QC
- Full-time
2068 Epicor ERP Administrator / Developer – Manufacturing
Added 16 hours ago
TS
Intégrateur Zoho One | Business & Process Consultant
Tayo Solutions
Montreal, QC
- Full-time
Chez Tayo Solutions, nous aidons les PME à transformer leurs opérations grâce à Zoho, l'automatisation, l'intégration de systèmes et l'intelligence artificielle.
Added 18 hours ago
AF
Scheduler / Office Admin
Ace Fire Prevention
Richmond, BC
- Full-time
We are looking for an enthusiastic, organized, and people-oriented Scheduler / Office Administrator to become the heart of our fire prevention company. In this role, you will be the…
Added 19 hours ago
CM
Rental Administrator
Canadian Mental Health Association, P.E.I.
Charlottetown, PE
- Full-time
…seeking a motivated and organized individual to work as a Rental Administrator. This is a contract position until March 31, 2027, with the possibility of extension. The position is…
Added 19 hours ago
TR
IT Technician
The Reynolds and Reynolds Company
Mississauga, ON
- Full-time
We are seeking a skilled and motivated IT Technician to join our IT Operations team in Mississauga, ON. As an IT Technician, you will troubleshoot, maintain, and repair datacenter and…
Added 21 hours ago
CP
Endpoint Specialist
Concert Properties
Vancouver, BC
- $70,000 to $90,000 USD / year
- Full-time
Own technical device delivery for onboarding, offboarding, and role/location changes, and contribute endpoint metrics to monthly DEX reporting for Service Operations Review.
Added 22 hours ago
PH
Client Care Coordinator, Reproductive Mental Health - BC Women’s Hospital & Health Centre
Provincial Health Services Authority
Vancouver, BC
- Full-time
…facilitating continuity of nursing care. Advises the PM (or on-call Administrator) of any urgent patient care issues or…
Added 22 hours ago
F
Office Administrator [PM Shift]
Factor_
Calgary, AB
- Full-time
We’re hiring an Office Administrator to support our ready-to-eat facility (Factor) in Calgary. In this role, you will organize/coordinate office procedures and support the office with high…
Added 22 hours ago
E
Service Administrator
Epiroc
Sudbury, ON · Lively, ON
- Full-time
Join Our Team as a Service Administrator at Epiroc!
Added 22 hours ago
MH
Shift Manager
Mackenzie Health
Richmond Hill, ON
- $111,365 to $142,116 CAD / year
- Part-time
Provides information requiring ongoing attention to the Manager, Patient Flow, Manager on-call and Administrator on-call, as appropriate.
Added 22 hours ago
1
Dental Administrative Team Lead-Port Moody, BC
123Dentist
Port Moody, BC
- $31 to $35 CAD / hour
- Full-time
2 years minimum of experience being a full-time Dental Administrator
Added 22 hours ago
DG
Associate, Restructuring
Doane Grant Thornton LLP
Calgary, AB
- Full-time
Coordinate meetings, manage file documentation, and maintain organized electronic records to support efficient team operations.
Added 22 hours ago
AE
Systems Administrator, Business Applications
Agnico Eagle Mines Limited
Val-d'Or, QC
- Full-time
…gold producer in the world. It produces precious metals from operations in Canada, Australia, Finland and Mexico and has a pipeline of high-quality exploration and development projects.…
Added 22 hours ago
AE
Systems Administrator, Business Applications
Agnico Eagle Mines Limited
Rouyn-Noranda, QC
- Full-time
…gold producer in the world. It produces precious metals from operations in Canada, Australia, Finland and Mexico and has a pipeline of high-quality exploration and development projects.…
Added 22 hours ago
A
Contracts Administrator (Minerals & Metals)
Ausenco
Burnaby, BC
- Contract
…innovative, value-add consulting studies, project delivery, asset operations and maintenance solutions to the mining & metals, oil & gas, and industrial…
Added 22 hours ago
FC
Operations Administrator I
FedEx Canada
Comox, BC
- Part-time
Added 22 hours ago
RJ
Trust Administrator
Raymond James Ltd.
Vancouver, BC
- Full-time
Working within the Trust Services Team, the Trust Administrator will report to the AVP, Trust Operations. You are an experienced and trusted administrative support associate able to work in…
Added 22 hours ago
A
Senior Contracts Administrator (Minerals & Metals)
Ausenco
Burlington, ON
- Contract
…innovative, value-add consulting studies, project delivery, asset operations and maintenance solutions to the mining & metals, oil & gas, and industrial…
Added 22 hours ago
N
Database Administrator
Nordion
Ottawa, ON
- Full-time
Reporting to the Manager of Database Services and Application, the Database Administrator role is responsible for managing Oracle and SQL server databases, ensuring their availability,…
Added 22 hours ago
CI
IAM Administrator
Calian in Space & Technology
Ottawa, ON
- Full-time
We are looking for an Identity and Access Management (IAM) Administrator to join our Cybersecurity team. In this role, you will administer and maintain user identity and authentication…
Added 22 hours ago
FC
Ramp Agent
FedEx Canada
Dieppe, NB
- Part-time
Coordinates all operations relating to aircraft loading/unloading activities; provides leadership to cargo handlers and operational and personnel support. May perform job duties and…
Added 22 hours ago
N
Senior Systems Administrator
nLogic
Cherry Point, AB
- Full-time
nLogic is seeking a Senior Systems Administrator to support anticipated work on a mission-focused effort in the Cherry Point area. This role will play a key part in supporting enterprise…

Odlum Brown

New Accounts Administrator

Vancouver, BC, Canada

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Job details

Apply by: Oct 23, 2026
Posting language: English
Posted: Oct 9, 2026

Original job description

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 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 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
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 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

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
Strong 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 potential for bonuses.

Our team is growing, and we have room for one more talented professional. If this opportunity aligns with your experience and career goals, we invite you to submit your cover letter and resume by October 22, 2026.

Candidates must be legally eligible to work in Canada. Any employment restrictions must be disclosed at the time of application, with supporting documentation provided prior to a potential offer of employment.

We are committed to fostering an inclusive and 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 considering this opportunity. We will contact candidates whose qualifications most closely align with the requirements for the role.

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More about this job

Responsibilities

The New Accounts Administrator is responsible for reviewing and processing client account documentation to ensure accuracy and regulatory compliance. They also provide administrative support to Investment Advisors and reconcile account fees while maintaining standard operating procedures.

Requirements

Candidates must have a minimum of two years of investment industry experience in account administration, client services, or compliance. A degree in Finance, Accounting, or Business is considered an asset, along with proficiency in Microsoft 365 and bookkeeping systems.

Skills

Account administration
Regulatory compliance
Customer service
Data reconciliation
Financial documentation
Attention to detail
Communication skills
Critical thinking
Microsoft 365
Broadridge Dataphile
PureFees
Operational efficiency
Audit support
Relationship building
Time management

Benefits

Mentorship programs
Professional development
Bonuses

Visa sponsorship

Not detected in the job text

Keywords

Investment industry
New Accounts
Client Services
Compliance
Regulatory compliance
Account administration
Document management
Fee structure
Broadridge Dataphile
PureFees
Microsoft 365
Financial services
Audit
Operational efficiency
Administrative support
Investment Advisors
Data reconciliation
Professional services

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