Join an award-winning firm in Vancouver as an Investment Assistant. Provide top-tier support for discretionary portfolio management to high-net-worth clients, ensuring a client-focused and detail-oriented service. The successful Investment Assistant will collaborate with a Portfolio Manager and an existing assistant to deliver comprehensive administrative and client support.

Key skills include transaction processing, account management, and compliance regulation. In this hands-on role, you'll maintain investment records and facilitate seamless client interactions. Key Responsibilities:

- Process transactions including wires and transfers promptly
- Facilitate onboarding and account opening processes
- Document transactions while ensuring compliance




- Liaise with other departments to enhance client support
- Update investment model spreadsheets and assist in trading Requirements:
- Minimum 3 years of client-facing experience in investments
- Registration with CIRO as an Investment Representative
- Robust proficiency in Microsoft 365, especially Excel
- Familiarity with investment technology and portfolio systems
- Excellent verbal and writing communication skills Enhance your career at this inclusive firm while supporting high-net-worth clients in Vancouver.

📌 Investment Assistant in Vancouver
🏢 Odlum-Brown-1
📍 Vancouver