Supervisor, Corporate Actions, Taxation, Estate and - Vancouver, Canada - Odlum Brown

Odlum Brown

Verified Company

Vancouver, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

ODLUMBROWN.COM

Supervisor, Corporate Actions, Taxation, Estate and Trust - Vancouver

FIRM OVERVIEW
Anchored in our purpose to help clients achieve their financial goals, Odlum Brown has remained an independent,
full-service investment firm for 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 culture that we have built and sustained for many 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 and every other variety of person you can imagine. 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

Odlum Brown is currently seeking a Supervisor of Corporate Actions, Taxation, Estate and Trust to join our award-

winning firm in the Vancouver office.
We have an opportunity for an experienced, hands-on Supervisor to lead our Corporate Actions, Taxation, Estate and
and ensuring tasks are executed with speed and accuracy. This role will also provide you with the opportunity to
service.

RESPONSIBILITIES:

People Leadership:
Inspire, coach, support and develop the Corporate Actions, Taxation, Estate and Trust team
Conduct formal performance review activities; coach for performance all year long
Support continuous learning and development of team members
Leverage the talent management program to identify and mentor emerging leaders for succession

planning initiatives
- firm's core values

Process Management:
Coordinate and supervise activities required for the effective day-to-day operation of the Corporate

Actions, Taxation, Estate and Trust team

Support training programs directed towards our investment advisory team
Review and improve existing practices and streamline department processes
Provide guidance to the team on responding to exception scenarios and addressing deficiencies,

while considering various stakeholder positions

Anticipate challenges and plan strategically for future growth opportunities

Trust requirements, including maintaining up-to-date reference manuals

Maintain high level of data accuracy for assurance in quality output
Professional Competencies:
Strong business acumen; excellent judgment, analytical and decisionmaking skills
Selfconfident team player with the ability to develop positive and productive relationships
A high degree of selfdiscipline with superior time management and organizational abilities to juggle

multiple and competing priorities

Problemsolving abilities accompanied by initiative to leverage technology to identify, streamline and

implement processing improvement opportunities

Exercise good judgment in setting priorities and undertaking complex administrative tasks

KNOWLEDGE AND EXPERIENCE

Minimum of five years of corporate actions, tax reporting, estate and trust or related industry experience
Minimum of three years of proven people leadership skills
Undergraduate degree or equivalent work experience in a businessoriented discipline
Proven ability to deliver results within prescribed deadlines
Excellent verbal and written communication skills
Ability to problem solve and exercise good judgment and decision making within a regulatory framework
Experience with Broadridge's Dataphile platform or similar data processing system
Proficiency in MS Office (Outlook, Word, Excel and PowerPoint)
CSC, CPH, IFC, CPA is an asset

At 100 years young, 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

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 thi