Teams at Odlum Brown Limited

Reviews and processes high volumes of new and existing client account documentation, verifies account information and fees, and ensures regulatory compliance. Provides administrative and customer service support to investment advisors and assistants, responds to client inquiries, follows procedures and service-level agreements, improves processes, and contributes to reporting, audit, and review projects.

Provides administrative, operational, marketing, scheduling, event coordination, CRM data management, reporting, communications, and office support for a 14-person financial services team. The role coordinates meetings and events, maintains accurate records, supports newsletters and campaigns, manages supplies and mail, and assists with general team administration.

Process incoming and outgoing investment account transfers, review documentation, verify transfer details, monitor requests, resolve discrepancies and delays, and coordinate with advisors and external financial institutions. Respond to inquiries, meet service-level requirements, follow procedures and regulations, and support cross-training within Client Services. The role requires strong organization, accuracy, communication, judgment, and familiarity with investment accounts and transfer systems.