Team Lead, Registered Accounts

Odlum Brown•Vancouver, BC

10d•Onsite

About The Position

We are seeking an experienced subject-matter expert with strong knowledge of registered products and client account processing. Reporting to the Supervisor, Registered Accounts, 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.

Requirements

Minimum 2-3 years of investment industry experience in Registered Accounts, with extensive knowledge of various registered plan types and processes
Self-starter and continuous learner with the capacity to work independently, along with flexibility and willingness to assist others
Critical thinker and skillful decision maker, adaptable in a changing regulatory environment
Excellent organizational skills, able to prioritize important and time-sensitive tasks
Ability to work efficiently and accurately in a fast-paced, dynamic environment, with a sharp eye for detail
Strong verbal and written communication and presentation skills
Experience with the Broadridge Dataphile platform or similar bookkeeping system
Proficiency in MS 365 (Word, Excel and Outlook)
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.

Nice To Haves

People leadership experience is a strong asset
Completion of securities and investment industry-related courses is an asset

Responsibilities

Guide Registered Accounts team members on client account activities related to registered products (RRSP, RESP, RRIF, RDSP, TFSA and FHSAs)
Ensure standard operating procedures and updates are followed, and service level agreements are met
Process Registered Accounts tax reporting
Provide expert advice in Registered Accounts processes and best practices to Advisors and their advisory support teams
Deliver client service excellence by responding to inquiries accurately and in a timely manner
Participate in departmental training of new and existing Client Services and Retail team members
Partner with advisory teams, Compliance, New Accounts, Estate and Trust, Accounts Transfers and Accounting departments to remain current on new developments and anticipate impacts to existing processes; execute changes as required
Contribute to and lead continuous improvement initiatives related to best practices, operational efficiency and service levels
Engage in ongoing learning and professional development to increase knowledge as a subject-matter expert