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V
Analyst II, IT
Vale
Canada
- Full-time
Reporting to the Supervisor, Business Applications, Canada and International, the Analyst I/II will work across business, IT, and vendor teams to deliver application initiatives from…
Added 14 mins ago
O
Electromechanical technician (Night shift) - St-Esprit
Olymel
Saint-Esprit, QC
- Full-time
Reporting to the Maintenance Supervisor, the Electromechanical Technician will be responsible for ensuring the proper operation and preventive maintenance of equipment, including:
Added 14 mins ago
C
Coordinator, Procurement and Telecom Support
CNIB
Toronto, ON
- $42,192 to $52,740 CAD / year
- Full-time
Reports To: Supervisor, Procurement & Travel Operations
Added 14 mins ago
EV
Geologist or Geologist-In-Training (Temporary)
Elk Valley Resources
Sparwood, BC
- Full-time
…priorities, culture and values. The role also includes overseeing field contractors and supporting the coordination of field-based…
Added 14 mins ago
RH
Customer Care Representative
Richcraft Homes
Ottawa, ON
- $55,000 to $60,000 CAD / year
- Full-time
The Customer Care Representative provides exceptional customer service and support to Homeowners, Inspectors, Trades, and the Supervisor at the development site.
Added 14 mins ago
G
Geotechnical Engineer or Engineer-in-Training
Glencore
Elkford, BC
- $91,300 to $126,800 CAD / year
- Full-time
Reporting to the Geotechnical Senior Engineering Supervisor, the Geotechnical Engineer or Engineer-in-Training (EIT) is responsible for pit and spoil slope stability.
Added 14 mins ago
EV
Geotechnical Engineer or Engineer-in-Training
Elk Valley Resources
Elkford, BC
- $91,300 to $126,800 CAD / year
- Full-time
Reporting to the Geotechnical Senior Engineering Supervisor, the Geotechnical Engineer or Engineer-in-Training (EIT) is responsible for pit and spoil slope stability.
Added 14 mins ago
MR
Homestay Coordinator - Temporary
Maple Ridge - Pitt Meadows School District No.42
Maple Ridge, BC
- Temporary
…arrangements for groups of visiting students. Consults with the supervisor regarding placements as…
Added 14 mins ago
R
Intermediate Camera Operator (Studio) (French Services) (On Site)
Radio-Canada
Montreal, QC
- Full-time
Report to the appropriate supervisor or others depending on the assignment.
Added 14 mins ago
MI
Account Supervisor
Milestone Integrated
Cambridge, ON
- Full-time
We're looking for an Account Supervisor who thrives on making things happen.
Added 14 mins ago
IA
HR Generalist
IMP Aerospace & Defence
Halifax, NS
- Full-time
IMP Aerospace & Defence is not only one of the leading companies in the Aerospace field, but we are also one of the most engaging and equality advocating companies to work for. We believe…
Added 14 mins ago
E
Compositor
Eyeline
Vancouver, BC
- Full-time
Collaborate closely with other Compositors and the Compositing Lead/Supervisor to establish looks and/or follow set style direction
Added 14 mins ago
OC
Repair Technician I
Olympus Corporation
Richmond Hill, ON
- Full-time
…processes and procedures. Under the direction of the Repair Supervisor, the incumbent shall evaluate, troubleshoot, disassemble, assemble, repair and inspect Endoscopes, Electronics, or…
Added 14 mins ago
K
Facilities Maintainer/Maintenance Technician
Kinectrics
Tiverton, ON
- Internship
Work with Building Supervisor to quickly resolve equipment issues, service equipment, and implement contingency
Added 14 mins ago
K
Maintenance Technician
Kinectrics
Teeswater, ON
- Full-time
Added 14 mins ago
LE
Billing & Revenue Control Administrator
Loomis Express
Brampton, ON
- Full-time
Reporting to the Billing & Revenue Control Supervisor, you will perform a range of activities related to the creation and maintenance of customer accounts, as well as invoicing processes.…
Added 14 mins ago
B
Quality Control Technician
Brunel
Sechelt, BC
- Temporary
The role includes a combination of indoor laboratory work and on‑site field activities, including driving (company vehicle access) and working outdoors in various weather conditions.…
Added 14 mins ago
G
Geologist or Geologist-In-Training (Temporary)
Glencore
Sparwood, BC
- $101,400 CAD / year
- Temporary
…priorities, culture and values. The role also includes overseeing field contractors and supporting the coordination of field-based…
Added 14 mins ago
TU
Research Assistant/Technician 3
The University of British Columbia
Vancouver, BC
- $4,845.17 to $5,713.66 CAD / month
- Full-time
Performs plant work in growth chambers, greenhouses and field experiments (UBC Vancouver campus); this includes seed germination, plant care, performing crosses, cleaning and collecting…
Added 14 mins ago
VB
Network & Telecom Analyst II
Vale Base Metals
NL · Newfoundland and Labrador, Canada
- Full-time
Reporting to the Supervisor, Network & Telecom, the Network & Telecom Analyst II is responsible for the operation, maintenance, support, and continuous improvement of network…
Added 14 mins ago
CC
Yard Operations Supervisor
Confidential Company
Toronto, ON · North York, ON
- Full-time
Bachelor's degree in Engineering, Business, Operations Management, or related field/equivalent experience.
Added 15 mins ago
ML
Technical Field Service Analyst - Contract
Maple Leaf Foods Inc.
Edmonton, AB
- Contract
The Technical Field Service Analyst is responsible for providing support to the Technical Services Supervisor and Breeder Service Technician. This includes collecting and analyzing data,…
Added 15 mins ago
ML
MRO Coordinator
Maple Leaf Foods Inc.
Winnipeg, MB
- Full-time
Reporting to the MRO supervisor the MRO Coordinator maintains the inventory management and warehousing long-term strategies based on the consequences of equipment failure and the business’…
Added 15 mins ago
ML
Production Supervisor
Maple Leaf Foods Inc.
Saskatoon, SK
- Full-time
The Production Supervisor plays an integral role within our manufacturing facilities. You will be the coach on the playing field, providing leadership and guidance to our team members. You…
Added 15 mins ago
ML
Production Supervisor
Maple Leaf Foods Inc.
Winnipeg, MB
- Full-time
The Production Supervisor plays an integral role within our manufacturing facilities. You will be the coach on the playing field, providing leadership and guidance to our team members. You…

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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