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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 BCs most respected investment firms. We are honoured to be nationally recognized as one of Canadas Best Managed Companies and one of Canadas Most AdmiredTM Corporate Cultures, and to share the achievement of a century in business with our valued team members, clients and communities. 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. 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. COMMUNITY We are serious about supporting the communities where we live and work. A recipient of a Canadas 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. We have an opportunity for a Team Lead, New Accounts to join our award-winning firm in the Vancouver office. As a Team Lead, you and the team will be responsible for processing high volumes of client account information to ensure new and existing account applications are complete and accurate in a timely fashion. Reporting to the Supervisor, New Accounts and Document Management, the ideal candidate is committed to client service excellence, detail-oriented and driven to provide exemplary support to advisory groups in a fast-paced environment. This role requires a critical thinker and skillful decision maker, who can quickly adapt in a continuously changing regulatory environment. Review and process client account applications, in accordance with business rules and regulations related to compliance, tax, trust and estates Maintain up-to-date knowledge of fee structure models to administer account fees Provide advisors and their teams with expert advice and best practices related to the account opening process Partner with advisory teams, Compliance, Registered Plans, Corporate Actions and Tax, as well as Trust and Estate departments to remain current on new developments, anticipate impact to existing processes and execute changes as required Participate in cross-functional department reporting, audit and review projects 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 escalate and prioritize the requests of customers to answer inquiries, fulfill transactions, or resolve issues Operational Policy and Procedures Apply knowledge of the firms 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 organization Systems and Application Proficiency Use, maintain, manage, or improve specific systems or applications in our role to work effectively and efficiently Minimum of two years people management and experience leading teams Critical thinker and skillful decision maker, adaptable in a changing regulatory environment Proficiency in Microsoft 365 (Word, Excel and Outlook) Experience in compliance, corporate actions, tax, trust and estates preferred Experience with Broadridges Dataphile, PureFees or similar bookkeeping system would be an asset We are a diverse, driven group of individuals who genuinely care about one another and encourage and appreciate each others contributions. flexible work options;