Join Odlum Brown as the Registered Accounts Lead in Vancouver, where you can utilize your strong investment expertise. This role focuses on delivering exceptional client service while guiding a skilled team.
We are looking for an experienced leader with a successful background in registered accounts. You will oversee client account activities, ensure operational compliance, and provide expert advice to advisory support teams. Your analytical skills and ability to make quick decisions in a fast-paced environment will greatly benefit our clients.
Key Responsibilities:
• Oversee Registered Accounts team activities and support
• Ensure service level agreements are met consistently
• Process tax reports for registered client accounts
• Provide expert advice and training to advisors
• Collaborate with various departments for operational updates
Requirements:
• At least 2-3 years in registered accounts management
• Strong people leadership capability
• Excelle...