Investment Assistant at Odlum Brown

Elevate your career as an Investment Assistant at Odlum Brown in Vancouver. Join a client-focused team providing vital support in managing high-net-worth portfolios.

In this role, you will work closely with a Portfolio Manager and another assistant, ensuring seamless discretionary portfolio management. The ideal candidate will exhibit attention to detail and a strong client-oriented approach while adapting to dynamic priorities.

Key Responsibilities:

• Process transactions like wires and EFTs efficiently

• Facilitate client onboarding and account opening

• Maintain accurate record-keeping and documentation

• Collaborate with teams for enhanced client service

• Schedule and prepare materials for client meetings

Requirements:

• 3 years of client-facing experience in the investment field

• Registered Investment Representative in good standing

• Proficient in Microsoft 365, especially Excel

• Strong verbal and written communication skills

• Experience with Salesforce and asset management tools

Bring your analytical skills and customer service focus to the Odlum Brown team as an Investment Assistant.
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