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