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Added 10 mins ago
IT System Administrator
Swish Group of Companies
Peterborough, ON
The IT Systems Administrator works closely with internal staff, management, vendors, and service providers to maintain a secure, efficient, and reliable technology environment while…
Added 39 mins ago
BA
People & Culture Coordinator
B+H Architects
Toronto, ON · B+H Canada Toronto
- Full-time
Previous experience in an HR/People & Culture Coordinator, HR Administrator or HR Generalist role.
Added 39 mins ago
SJ
People & Culture Coordinator
Surbana Jurong Group
Toronto, ON · B+H Canada Toronto
- Full-time
Previous experience in an HR/People & Culture Coordinator, HR Administrator or HR Generalist role.
Added 1 hour ago
BI
Head Office Administrative Coordinator
Bento Inc.
Richmond Hill, ON
- $50,000 to $55,000 CAD / year
- Full-time
…as a; Office Coordinator, Administrative Assistant, Office Administrator, Receptionist, Executive Assistant, Administrative Coordinator, Office Assistant, Front Desk Coordinator, Operations…
Added 1 hour ago
WR
LTO EA Level D - Extended Day After School - 10 hrs/wk
Waterloo Region District School Board
St. Jacobs, ON
- Full-time
Developmental Service Worker (DSW) from an accredited post-secondary institution
Added 1 hour ago
TT
Senior Contract Administrator (13907)
Toronto Transit Commission (TTC)
Toronto, ON · Greater Toronto Area, Canada
- $100,318.4 to $125,434.4 CAD / year
- Full-time
…Communities which continues the TTC’s legacy of delivering service to hundreds of millions of customers a year. The TTC’s new vision and mission statements also help promote the many…
Added 1 hour ago
TT
Senior Contract Administrator (13883)
Toronto Transit Commission (TTC)
Toronto, ON · Greater Toronto Area, Canada
- $100,318.4 to $125,434.4 CAD / year
- Full-time
…Communities which continues the TTC’s legacy of delivering service to hundreds of millions of customers a year. The TTC’s new vision and mission statements also help promote the many…
Added 1 hour ago
P
Yard Administrator - Night Shift
Penske
Cambridge, ON
- Full-time
The Yard Administrator monitors, tracks and provides information about overall yard operations relating to the movement of trailers and freight (i.e. facility location, standard yard…
Added 2 hours ago
GO
Service Desk Analyst
Government of Nunavut Recruitment
Iqaluit, NU
- Full-time
Reporting to the Service Desk Supervisor, the Service Desk Analyst (Analyst) is a member of the Government of Nunavut’s (GN) Help Desk team that provides first-line technical support to GN…
Added 2 hours ago
Program Administrator - Health and Social Development
Okanagan College
Kelowna, BC
The Program Administrator maintains knowledge of current developments in relevant programming areas as well as future trends and conditions which may affect the programs and service…
Added 2 hours ago
Reverse Logistics Warehouse Admin (1126)
Trail Appliances Ltd.
Kelowna, BC
…on the hunt for an enthusiastic Reverse Logistics Warehouse administrator. At Trail Appliances, we don't just deliver products; we deliver experiences. If this role sounds interesting to…
Added 2 hours ago
AC
Full-Time Professor, Automotive Service Technician/Motive Power Technician
Algonquin College
Ottawa, ON
- Full-time
…Professor will be required to teach courses in the Automotive Service Technician Apprenticeship and Motive Power Technician Diploma programs. In Apprentice Training Automotive and…
Added 2 hours ago
SI
Database Administrator
STACK IT Recruitment
Remote, Canada
- $100,000 to $130,000 CAD / year
- Full-time
- Remote
We're hiring a Database Administrator to join an established recovery-audit firm that helps large corporations find and recover overpayments in their accounts payable. The role looks after…
Added 2 hours ago
SI
Database Administrator
STACK IT Recruitment
Remote, Canada
- $100,000 to $130,000 CAD / year
- Full-time
- Remote
We're hiring a Database Administrator to join an established recovery-audit firm that helps large corporations find and recover overpayments in their accounts payable. The role looks after…
Added 2 hours ago
SI
Database Administrator
STACK IT Recruitment
Remote, Canada
- $100,000 to $130,000 CAD / year
- Full-time
- Remote
We're hiring a Database Administrator to join an established recovery-audit firm that helps large corporations find and recover overpayments in their accounts payable. The role looks after…
Added 2 hours ago
Windows Systems Administrator - L3
Global Relay
Vancouver, BC
The Windows Administrator – L3, is a key member of the Operations team and works closely with other System Administrators, Desktop, Security, and Cyber Security Operations Center teams. The…
Added 2 hours ago
P
Salesforce Developer
Panasonic
Mississauga, ON
- Full-time
…capabilities, and provides backup support to the Salesforce…
Added 3 hours ago
Registered Accounts Administrator
Odlum Brown
Vancouver, BC
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…
Added 3 hours ago
GO
Service Desk Analyst
Government of Nunavut Recruitment
Iqaluit, NU
- Full-time
Reporting to the Service Desk Supervisor, the Service Desk Analyst (Analyst) is a member of the Government of Nunavut’s (GN) Help Desk team that provides first-line technical support to GN…
Added 3 hours ago
Director Infrastructure & Cybersecurity
FortisAlberta
Calgary, AB
…and investment decisions. The Director establishes measurable service, security, and resilience outcomes; advises executives on material technology and cyber risks; leads major…
Added 4 hours ago
SI
Administrative Support - Lounge Operations
Swissport International AG
Toronto, ON
- Full-time
The Operations Support Administrator provides administrative and coordination support to ensure the smooth and efficient execution of daily operations. Key responsibilities include…
Added 4 hours ago
KF
Support Services Administrator
Kawartha Financial Services
Peterborough, ON
- Full-time
Support Services Administrator (Temporary, Full-time)
Added 4 hours ago
AP
Senior Administrator, Data Center (Contract Opportunity for 6 months)
Atlantic Packaging Products Ltd.
Toronto, ON · Scarborough, ON
- Full-time
We are looking for a Senior Data Center Administrator, who will be responsible for the administration, maintenance, and optimization of data center infrastructure across multiple sites in…
Added 5 hours ago
Executive Receptionist
State Window Corporation
Vaughan, ON
Provide callers with accurate and timely information while maintaining a high standard of customer service;
Added 5 hours ago
Y
Project Administrator – Remediation
YORK1
Concord, ON
- Full-time
- Contract
YORK1 is seeking a detail-oriented and organized Project Administrator to provide administrative and documentation support to remediation and construction projects in Ontario and British…

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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