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
- Solid 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.

📌 Client-Focused Investment Assistant Role (Vancouver)
🏢 Odlum Brown
📍 Vancouver