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Added 3 mins ago
TH
Lumber Sales Associate Part-Time - 7180 Winnipeg North
The Home Depot
Winnipeg, MB
- Part-time
Added 17 mins ago
TS
Mental Health Support Worker
The Salvation Army in Canada
Regina, SK
- Part-time
Encourages residents to develop community-based support networks, in conjunction with the Case Management Supervisor or designate.
Added 17 mins ago
TR
Senior Geologist Supervisor
Teck Resources Limited
Kamloops, BC
- $138,000 to $170,000 CAD / year
- Full-time
The Senior Geologist Supervisor provides senior technical leadership and project management oversight for geology-driven programs that support resource development, geological modeling, and…
Added 17 mins ago
DT
Heavy Duty Mechanics - 7 days on/off
Diamond Truck Centre - Langley
Fort McMurray, AB
- $51 to $77.5 CAD / hour
- Full-time
Become familiar with and comply with the company’s safety manual and report any unsafe practices to a supervisor or manager
Added 47 mins ago
OM
Sr. Media Buyer
Omnicom Media
Toronto, ON
- Full-time
…to all Assistant Buyers in the group as well as support the Supervisor/Manager in preparing all written documentation to the Planner or Client (e.g. pre-buy/post-buy reports, media…
Added 47 mins ago
B
HVAC and Refrigeration Mechanic
BGIS
AB · Edmonton, AB
- Full-time
Provides observations about facility, facility mechanical conditions and deficiencies and provides recommendations for enhancement and repair to the supervisor.
Added 47 mins ago
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FIELD TECHNICIAN 1 - ENTRY LEVEL POSITION 1
Bureau Veritas | Marine & Offshore
Fort St. John, BC
- Full-time
Field sampling of various product and process streams. Seek and follow guidance provided by Team Leads, Senior PM’s and Supervisor. Ensure the production of high quality, legally defensible…
Added 47 mins ago
TH
Lumber Sales Associate Part-Time - 7255 Cranbrook
The Home Depot Canada
Cranbrook, BC
- Part-time
…These associates work in cooperation with their Department Supervisor, other associates in their department as well as other sales departments (e.g., IMAs, and the Front-end Associates to…
Added 47 mins ago
AH
Food Service I
Alberta Health Services
Calgary, AB · Greater Calgary Metropolitan Area
- Part-time
…experience. Under the general supervision of a Food Services Supervisor, you will use your customer service, teamwork and organizational skills to independently: Prepare, handle, portion…
Added 47 mins 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…
Added 47 mins 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 47 mins ago
AH
Food Service I
Alberta Health Services
High River, AB
- Full-time
…experience. Under the general supervision of a Food Services Supervisor, you will use your customer service, teamwork and organizational skills to independently: Prepare, handle, portion…
Added 47 mins ago
AH
Food Service I
Alberta Health Services
Black Diamond, AB
- Full-time
…experience. Under the general supervision of a Food Services Supervisor, you will use your customer service, teamwork and organizational skills to independently: Prepare, handle, portion…
Added 47 mins ago
GE
Part-Time Slot Cage Cashier
Grey Eagle Resort & Casino
Calgary, AB
- Part-time
…room, and assisting with cart transfers as required by the Cage Supervisor. The slot cashier is to promote and maintain the utmost integrity and the highest caliber patron service to all…
Added 47 mins 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 47 mins ago
GE
Little Chief Restaurant Evening Server
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
Under the direction of the Hotel Food & Beverage Manager or Shift Supervisor, the Server is responsible for adhering to all policies and procedures within the Hotel and for making each…
Added 47 mins ago
AH
Food Service I
Alberta Health Services
Calgary, AB · Greater Calgary Metropolitan Area
- Temporary
…experience. Under the general supervision of a Food Services Supervisor, you will use your customer service, teamwork and organizational skills to independently: Prepare, handle, portion…
Added 47 mins 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 47 mins ago
AH
Food Service I
Alberta Health Services
Claresholm, AB
- Part-time
…experience. Under the general supervision of a Food Services Supervisor, you will use your customer service, teamwork and organizational skills to independently: Prepare, handle, portion…
Added 47 mins ago
AH
Manager
Alberta Health Services
Red Deer, AB
- Temporary
…formal or informal leadership experience, such as Team Lead, Supervisor, Educator, Charge Therapist, or Manager. Demonstrated ability to manage competing priorities in a fast-paced, complex…
Added 47 mins ago
AH
Food Service I
Alberta Health Services
Fort Macleod, AB
- Part-time
…experience. Under the general supervision of a Food Services Supervisor, they will use strong customer service, teamwork and organizational skills to: Prepare, handle, portion and package…
Added 47 mins ago
AH
Supervisor
Alberta Health Services
AB · Greater Edmonton Metropolitan Area
- Full-time
Make a significant impact on patient-focused health care as a Supervisor in Patient Food Services (PFS). PFS is a provincial program that is committed to providing nutritious, healthy,…
Added 47 mins ago
AH
Developmental - Medical Device Reprocessing Technician
Alberta Health Services
St. Albert, AB
- Full-time
…chemical, and quality assurance testing, and report problems to the supervisor or…
Added 1 hour ago
UC
Mine Industrial Heavy Equipment Mechanic
USG Corporation
Hagersville, ON
- $35.77 to $47.19 CAD / hour
- Full-time
Reporting to the Mine Maintenance Supervisor, the successful candidate will be responsible for conducting the daily operations of servicing the Mine department.
Added 1 hour ago
KN
Grounds Labourer
K̓wsaltktnéws ne Secwepemcúl’ecw School District No. 83
Salmon Arm, BC
- Full-time
Work under the direction of a supervisor/lead-hand in the areas of grounds maintenance.

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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