Join Odlum Brown as an Investment Assistant, focusing on high-net-worth client portfolio management in Vancouver. This position requires a detail-oriented professional with solid customer service skills.
As an Investment Assistant, you will work alongside a Portfolio Manager and existing staff, providing vital support for discretionary services tailored to high-net-worth individuals. Your role will encompass transaction processing, client communication, and maintaining regulatory compliance, ensuring a seamless client experience.
Key Responsibilities:
• Process financial transactions, ensuring timely execution
• Assist with account opening and client onboarding procedures
• Document client communications maintaining strict confidentiality




• Support the Portfolio Manager with investment model updates
• Address client inquiries regarding account activity and performance
Requirements:
• 3 years minimum client-facing experience in investment
• Registered as an Investment Representative with CIRO
• Proficiency in Microsoft 365, especially Excel
• Strong verbal and written communication skills
• Exceptional organizational and detail orientation
Deliver exceptional client service and analytical support as an Investment Assistant at Odlum Brown.
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📌 Client-Focused Investment Assistant Role (Vancouver)
🏢 Odlum Brown
📍 Vancouver