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 • Solid 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. #J-18808-Ljbffr

📌 Investment Assistant in Vancouver (Winnipeg)
🏢 Odlum-Brown-1
📍 Winnipeg