Registered Accounts Administrator

Odlum Brown Limited; Vancouver; On-site; CAD 50,000 - 55,000; Full time

Job summary

Odlum Brown Limited seeks a Registered Accounts Administrator in Vancouver to support advisory groups with registered plans and products. You will handle account activity forms, tax reporting, and respond to client inquiries, while contributing to process improvements and team collaboration.

The role emphasizes attention to detail, regulatory knowledge, and the ability to work independently within a dynamic environment, with a salary range of $50,000–$55,000 per year and potential bonuses.

Qualifications

• 2+ years of investment industry experience 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 CRA guidelines and trustee obligations understood.
• Working knowledge of financial regulatory requirements on registered products, tax reporting, AML and compliance.
• Ability to exercise good judgement within a policy and regulatory framework.

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 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

Skills

Client services experience

Regulatory knowledge

Attention to detail

Communication skills

Independent initiative

Education

Post-secondary education in business or related field

Tools

Dataphile

Microsoft 365

Job description

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 escalat 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 October 27, 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 [e-mail].

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.