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Added 39 mins ago
MS
Seasonal Service Team Member
Michaels Stores
AB
- Part-time
Store - EDMONTON-SOUTHEAST, ABDeliver friendly customer service, help customers shop our store, and find what they’re looking for. Ensure all customers receive a fast and friendly checkout…
Added 39 mins ago
C
Patient Service Clerk, Initial Assignment Float, Ambulatory Care - Temporary Full-Time (1.0) (one year term)
CHEO
Ottawa, ON
- Full-time
Monitor all workqueues and recall lists associated within primary area of work to ensure quality and advise supervisor of outliers and changes to the waitlist
Added 39 mins ago
C
Patient Service Clerk, Ambulatory Care – Permanent Casual
CHEO
Ottawa, ON
- Part-time
Monitor all workqueues and recall lists associated within primary area of work to ensure quality and advise supervisor of outliers and changes to the waitlist
Added 54 mins ago
Real Estate Coordinator
Hydro One Networks Inc
Markham, ON
…properties, support the Secondary Land Use program, and respond to customer inquiries relating to these properties, in accordance with Company real estate and other policies, as well as…
Added 54 mins ago
Accounting & Financial Analyst
Hydro One Networks Inc
Toronto, ON
…across Ontario. Today, we’re focused on providing exceptional customer service and ensuring we are building safe communities where we live, work and…
Added 1 hour ago
AC
Housekeeper
Aramark Canada
Fort McMurray, AB
- Full-time
Maintains friendly, efficient, positive customer service demeanor toward customers, clients, and co-workers. Is adaptable to customer needs.
Added 1 hour ago
BP Supervisor
Recipe Unlimited
Waterloo, ON
The Burger’s Priest is hiring a Supervisor at our Waterloo location!
Added 3 hours ago
NP
Bartender - Carve
Naturally Pacific Resort
Campbell River, BC
- Part-time
As a key member of our team the Bartender is responsible for providing high levels of customer service to all guests by providing prompt service, taking accurate orders, and maintaining a…
Added 4 hours ago
BP
Kitchen Supervisor
Boston Pizza
Grande Prairie, AB
- Full-time
…important people, our Guests, have an excellent Boston Pizza experience from start to finish. They also believe in championing a fun and safe work environment and contribute to a thriving…
Added 4 hours ago
SC
shift supervisor - Store# 04674, WELLINGTON & COMMISSIONERS - D/T
Starbucks Coffee Company
London, ON
- Full-time
As a Starbucks Shift Supervisor, you will assist the store manager in executing store operations during scheduled shifts. As a team lead, you will deploy partners and delegate tasks to…
Added 5 hours ago
TW
Financial Services Supervisor
Thrive Wealth Management
Regina, SK
- Full-time
…leadership skills, to come on board as our Financial Services Supervisor in Regina. In this role you will be responsible for recruiting, developing, coaching, and empowering a team of front…
Added 5 hours ago
TW
Financial Services Supervisor
Thrive Wealth Management
Humboldt No. 370, SK · Humboldt, SK
- Full-time
…leadership skills, to come on board as our Financial Services Supervisor in our Humboldt branch. In this role you will be responsible for recruiting, developing, coaching, and empowering a…
Added 7 hours ago
PG
Service Technician
Pine Glen Group
Oakville, ON
- Full-time
Communicate daily with your supervisor to provide updates and address project needs.
Added 8 hours ago
GE
Buffet Server Assistant
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
Under the direction of the Food and Beverage Manager, Shift Supervisor, the Server position is applicable to the Bingo Hall, Buffet, Blaze Restaurant, Stage Bar, Gaming Floor and the Hot…
Added 8 hours ago
GE
Hotel 1st Cook
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
Under the direction of the Executive Chef, Executive Sous Chef, Sous Chef or Supervisor, the Food Truck Handler / Cook is responsible for the safe operation, transportation, setup, food…
Added 8 hours ago
GE
Conversion Set Up Crew
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
Always ensure a clean and organized storage areas. Report safety issues promptly to supervisor.
Added 8 hours ago
GE
Event Centre - Food and Beverage Supervisor
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
Under the direction of Food and Beverage Manager; Event Supervisor duties will include, but are limited to oversees all aspects of a events, including set-up, food service, bar service and…
Added 8 hours ago
GE
Bar Assistant - Stage Bar
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
Under the direction of the Front of House (FOH) Outlets Manager and Supervisor, the Bar Porter is responsible for supporting bar operations by assisting Bartenders and maintaining clean,…
Added 8 hours ago
GE
Buffet Host
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
Under the direction of the Front of the House Manager, Shift Supervisor or Dual Shift Supervisor, the Hostess/Cashier is responsible for greeting and seating guests within the buffet in a…
Added 8 hours ago
GE
Blaze Bar & Grill Server Assistant
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
Under the direction of the Food and Beverage Manager, Shift Supervisor, the Server position is applicable to the Bingo Hall, Buffet, Blaze Restaurant, Stage Bar, Gaming Floor and the Hot…
Added 8 hours ago
GE
Buffet Cook - PM
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
Under the direction of the Executive Chef, Executive Sous Chef, Sous Chef or Supervisor, the Buffet Cook is responsible for preparing and serving a multitude of hot and cold menu items that…
Added 8 hours ago
GE
Blaze Bar & Grill Line Cook - AM
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
Under the direction of the Executive Chef, Executive Sous Chef, Sous Chef or Supervisor the Line Cook is responsible for preparing and serving a multitude of hot and cold menu items that…
Added 8 hours ago
GE
Stage Bar Server
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
Under the direction of the Outlets Manager and Outlet Supervisor, the Server is responsible for providing professional, efficient, and attentive food and beverage service to guests in…
Added 8 hours ago
GE
Stage Bar Host
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
Under the direction of the Front of the House Shift Supervisor, the Host/Hostess is responsible for greeting and seating guests within the various foodservice outlets in a timely manner.…
Added 8 hours ago
GE
Asian Chef
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
Under the direction of the Executive Chef, Sous Chef or Kitchen Shift Supervisor the Asian Line Chef is responsible for preparing a multitude of hot and cold meals for sale and service to…

Odlum Brown

Registered Accounts Administrator

Vancouver, BC, Canada

Apply About employer

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Job details

Apply by: Nov 6, 2026
Experience: 2+ years of investment industry experience working in Client Services or a similar function
Posting language: English
Posted: Oct 29, 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 Registered Accounts Administrator to join our award-winning firm in the Vancouver office.

WHAT YOU’LL DO
Reporting to the Supervisor, Registered Accounts, we are seeking a Registered Accounts Administrator with a working knowledge of registered plans and products. The successful candidate is client service-focused, detail-oriented and motivated to provide high-quality support to advisory groups in a dynamic-paced environment.

RESPONSIBILITIES

Record client information and process forms for account activity related to registered accounts (RRSP, RRIF, RESP, RDSP, TFSA and FHSA)
Responsible for tax reporting of registered products
Respond to day-to-day inquiries and requests from internal and external clients in a timely manner
Support training for new and existing colleagues and assistants on registered accounts
Contribute to and lead continuous improvement initiatives related to best practices, operational efficiency and service levels
Work closely and collaboratively with team members across the firm

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

2+ years of investment industry experience working in Client Services or a similar function
Post-secondary education in business or a related field, or equivalent experience
Knowledge of registered products and policies is preferred
Experience in a financial institution with a solid understanding of CRA guidelines and trustee obligations
Working knowledge of financial regulatory requirements on registered products, tax reporting, anti-money laundering and compliance
Ability to exercise good judgement and decision-making within a policy and regulatory framework
Able to build effective working relationships with a keen eye for detail and the ability to work efficiently and accurately
Experience with Broadridge’s Dataphile or similar bookkeeping system
Intermediate proficiency of Microsoft 365, including Word, Excel and Outlook; experience with Copilot is an asset
Proven organizational skills, with the ability to prioritize important and time-sensitive tasks
Able to work independently and take initiative, along with flexibility and willingness to assist others
Ability to take initiative and seek out information and solutions independently
Excellent verbal and written communication skills

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 person’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 are looking for a new team member to support this work. If this sounds like the environment you’d like to work in and you have the skills and experience for this role, we invite you to submit your cover letter and resume by November 5, 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 Registered Accounts Administrator is responsible for processing account activity for various registered products and ensuring accurate tax reporting. They also provide support to advisory groups, handle client inquiries, and contribute to continuous improvement initiatives.

Requirements

Candidates must have at least 2 years of investment industry experience in client services and a solid understanding of registered products and CRA guidelines. Proficiency in Microsoft 365 and experience with bookkeeping systems like Dataphile are required, along with strong organizational and communication skills.

Skills

Registered accounts administration
Client services
Tax reporting
Financial regulatory compliance
Data analysis
Operational efficiency
Project management
Microsoft 365
Dataphile
Communication skills
Attention to detail
Decision-making
Anti-money laundering
CRA guidelines
Organizational skills

Benefits

Mentorship programs
Professional development
Bonuses

Visa sponsorship

Not detected in the job text

Keywords

Registered accounts
RRSP
RRIF
RESP
RDSP
TFSA
FHSA
Tax reporting
Investment industry
Client services
CRA guidelines
Trustee obligations
Financial regulatory requirements
Anti-money laundering
Compliance
Broadridge
Dataphile
Microsoft 365
Word
Excel
Outlook
Copilot
Operational efficiency
Project management
Financial services

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