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.
We are honoured to be nationally recognized as one of Canada’s Best Managed Companies and one of Canada’s Most AdmiredTM Corporate Cultures, and to share the achievement of a century in business with our valued team members, clients and communities.
CULTURE AND VALUES
Guided by a set of timeless core values – Clients First, People, Accountability, Independence, Integrity and Community – we are very proud of the vibrant, ever-evolving culture that we have built over the years. These values are the cornerstone of our culture and the principles that provide a compass for our actions and unify us as a team.
PEOPLE
We have skiers, mountain bikers, hockey players, runners, volleyball players, movie buffs, bookworms, animal lovers, musicians, yogis, world travelers – all with diverse backgrounds and experiences to share from around the globe. You will work with really interesting people and make great friends, too.
COMMUNITY
We are serious about supporting the communities where we live and work. A recipient of a Canada’s Volunteer Award from the Government of Canada, we are committed in heart and mind to everything we do in the community, and we work hard to inspire passion and fun while doing it.
PROFESSIONAL DEVELOPMENT
Continuous learning matters. We are committed to providing career-long support for learning and growth.
THE OPPORTUNITY
We have an opportunity for a Fee Administrator to join our award-winning firm in the Vancouver office.
WHAT YOU’LL DO
You will work in a collaborative environment setting up fee-based accounts. You will be responsible for providing exemplary service to internal clients and advisory groups by ensuring fee information is complete and accurate, in accordance with regulatory compliance. This role reports to a people leader within the Client Services team and works closely with our Investment Advisors, Assistants and other Client Services departments.
RESPONSIBILITIES
· Review and input fees and process adjustments to fee charges
· Reconcile fees in accordance with fee model and structure
· Maintain up-to-date knowledge of fee structure model to administer account fees
· Ensure standard operating procedures are followed and service level agreements are met in a fast-paced, service-driven environment
· Deliver client service excellence to Investment Advisors and Assistants by responding to inquiries accurately and in a timely manner
· 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 a fee expert
· Participate in cross-functional department reporting and projects
· Participate in training new and existing colleagues and assistants on fee-based accounts
KNOWLEDGE AND EXPERIENCE
- Minimum of one year of investment industry experience in New Accounts, Registered Accounts, Client Services, Compliance or similar function
- University degree or diploma in Finance, Accounting or Business 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 the capacity to work independently, along with flexibility and willingness to assist others
- Strong interpersonal and relationship-building skills with the ability to work within a team environment
- Excellent verbal and written communication skills
- Ability to exercise good judgement and decision-making within a policy and regulatory framework
- Intermediate proficiency in Microsoft 365
- Experience with Broadridge’s Dataphile, Pure Fees platform or similar bookkeeping system is an asset
- Completion of the Canadian Securities Course or other investment-related courses is an asset
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 encourage and appreciate each other’s contributions. We believe in rewarding team members and do this by providing a competitive total rewards package that is fair and equitable; mentorship programs; flexible work options; and a variety of professional development opportunities to expand your career. The salary for this role is $50,000 – $55,000/year, plus the potential for bonuses.
Our team is growing, and we’ve got room for one more if you’re interested. If this sounds like the environment you’d like to work in and you have the credentials and experience for this role, we invite you to submit a cover letter and resume to careers@odlumbrown.com by February 3, 2025.
Candidates must be legally eligible to work in Canada. Full disclosure of any restrictions must be disclosed at the time of expressing interest and supporting evidence provided prior to any potential offer of employment.
We appreciate your interest and thank you for taking the time to consider this opportunity. We will be in touch with individuals whose profiles most closely match what’s needed to be successful in this role.
Job Types: Full-time, Permanent
Pay: $50,000.00-$55,000.00 per year
Benefits:
- Company events
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- On-site gym
- Paid time off
- Profit sharing
- Tuition reimbursement
- Vision care
- Wellness program
Flexible language requirement:
Schedule:
Education:
- Secondary School (required)
Language:
Work Location: In person
Application deadline: 2025-02-03
