Odlum Brown seeks a detail-oriented Investment Assistant in Vancouver to support portfolio management for high-net-worth clients. Join a firm that values teamwork and client-focused service. Your robust client relations and administrative skills will be vital in executing trades and maintaining compliance standards. Facilitate account openings and onboarding for new clients
- Maintain investment model data and assist in portfolio rebalancing
- Schedule client meetings and prepare related materials Minimum of 3 years client-facing experience in investments
- CIRO registration as an Investment Representative required
- Proficient in Microsoft 365, particularly Excel
- Bring your expertise in client support and detailed organizational skills to excel as an Investment Assistant at Odlum Brown.
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📌 Investment Management Administrator (Vancouver)
🏢 Odlum Brown
📍 Vancouver
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