Investment Assistant at Odlum Brown

Advance your career as an Investment Assistant with Odlum Brown in Vancouver. This role demands a client-focused mindset and strong attention to detail while providing exceptional portfolio management support.

Odlum Brown is seeking an Investment Assistant to enhance its client service team in Vancouver. The ideal candidate will support discretionary portfolio management services for high-net-worth clients. Responsibilities include executing transactions, maintaining accurate client records, and facilitating account onboarding, all while fostering a collaborative culture.

Key Responsibilities:

• Process transactions including wires and transfers efficiently

• Facilitate the opening and onboarding of new accounts

• Maintain compliance with regulatory standards in transactions

• Liaise with departments for comprehensive client support

• Update investment models and assist in portfolio management

Requirements:

• Minimum 3 years client-facing experience in investment

• Registration with CIRO as an Investment Representative

• Advanced knowledge of Microsoft 365 and Excel

• Excellent communication and writing skills

• Strong analytical skills and attention to detail

Leverage your client service and analytical skills to support high-net-worth individuals at Odlum Brown.
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