Join Odlum Brown as a Client-Focused Investment Assistant in Vancouver, providing essential support for high-net-worth clients. This role emphasizes detail, organization, and excellent client service delivery.

You will collaborate with a Portfolio Manager and an assistant to achieve seamless portfolio management and client onboarding. Your responsibility includes processing transactions accurately and documenting client communications. You will play a vital role in ensuring compliance and enhancing the overall client experience through effective relationship management.

Key Responsibilities:
• Provide administrative support for client account activities
• Execute trades and respond to client inquiries timely
• Maintain client records in compliance with KYC/AML




• Update investment spreadsheets and assist rebalancing
• Prepare materials for client portfolio reviews

Requirements:
• 3+ years of experience in client-facing investment roles
• CIRO registration as an Investment Representative
• Intermediate to advanced Microsoft Excel skills
• Robust written and verbal communication abilities
• High attention to detail and organizational skills

Utilize your client engagement and analytical skills as an Investment Assistant at Odlum Brown, a respected industry leader.
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📌 Client-Focused Investment Assistant Role (British Columbia)
🏢 Odlum Brown
📍 British Columbia