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
Suite 1100 – 250 Howe Street | Vancouver, BC V6C 3S9
Main 604 669 1600 | Toll Free 1 888 886 3586 | Fax 604 681 8310
VANCOUVER KELOWNA VICTORIA CHILLIWACK COURTENAY LANGLEY Member-Canadian Investor Protection Fund
