Odlum Brown Investment Assistant

Position: Odlum Brown Investment Assistant Needed
Exciting opportunity for an Investment Assistant at Odlum Brown in Vancouver. Contribute to a prestigious firm known for personalized investment advice and strong client relationships.

Your role will involve both portfolio and administrative responsibilities while ensuring an exceptional client experience. Collaborating with a dedicated team, you’ll tackle inquiries and support various client service initiatives. Odlum Brown values individual contributions and offers pathways for professional advancement and relationship-building in finance.

Key Responsibilities:

• Process investment transactions and ensure compliance

• Prepare and document quarterly performance reports

• Manage client communications effectively

• Schedule and organize client meetings and reviews

• Support marketing efforts and client events

Requirements:

• Minimum 3 years of investment industry experience

• CIRO Investment Representative registration

• Proficient in Microsoft 365 applications

• Strong analytical and coordination skills

• Effective communication and relationship-building abilities

Leverage your client service expertise and analytical skills at Odlum Brown to support clients’ financial goals.
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