Client Services Administrator - Vancouver, Canada - Odlum Brown

Odlum Brown

Verified Company

Vancouver, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

ODLUMBROWN.COM
**Client Services Administrator (Eight-Month) Co-op - 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

We have an eight (8) month opportunity for two (2) Client Services Administrators to join our award-winning firm

in the Vancouver office.
As a Client Services Administrator, you will work in a collaborative environment with various departments in our
Client Services team (including Account Transfers, Accounting, Corporate Actions & Taxation, Mutual Funds & GICs,
New Accounts & Documents Management, Registered Accounts and Securities).

You have the ability to work in a high-volume, deadline-oriented setting while maintaining accuracy and a high level
of client service. You thrive in an environment that requires juggling competing priorities, and you are committed to
operational excellence by going above and beyond your day-to-day responsibilities.

RESPONSIBILITIES:

Provide administrative support and processing activities related to Client Services departments
Support Investment Advisors, Assistants and other Client Services teams in a fastpaced, servicedriven

- environment

Administer policies and procedures and adhere to department guidelines
Review, evaluate, recommend and implement new procedures for continuous improvement and operational

- efficiency

Establish work priorities to ensure deadlines are met and procedures are followed

KNOWLEDGE AND EXPERIENCE

Pursuing postsecondary degree in Finance, Accounting or Business
12 years of customer service experience
Knowledge of financial services or investment industry is an asset
Strong organizational and time management skills, with the ability to prioritize multiple and competing tasks
Strong client services skills, with a keen eye for detail and the ability to work efficiently and accurately
Excellent verbal and written communication skills
Reliable team player who enjoys collaborating with others
Intermediate proficiency in Microsoft Office (Excel and Outlook)
Completion of Canadian Securities Course or other investmentrelated courses 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 job, we invite you to submit a

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.