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. In this crucial role, you will work alongside a Portfolio Manager and another assistant, ensuring smooth operations in discretionary portfolio management.

Your strong client relations and administrative skills will be vital in executing trades and maintaining compliance standards. Expect to engage actively in a collaborative culture focused on excellence in service delivery. Key Responsibilities:

- Process client transactions like withdrawals and transfers
- Facilitate account openings and onboarding for current clients
- Document transactions ensuring compliance with regulations




- Maintain investment model data and assist in portfolio rebalancing
- Schedule client meetings and prepare related materials

Requirements:

- Minimum of 3 years client-facing experience in investments
- CIRO registration as an Investment Representative required
- Proficient in Microsoft 365, particularly Excel
- Strong verbal and written communication skills
- Ability to manage sensitive client information confidentially

Bring your expertise in client support and detailed organizational skills to excel as an Investment Assistant at Odlum Brown.

📌 Investment Assistant in Vancouver
🏢 Odlum Brown
📍 Vancouver