Investment Assistant - Client-Focused Portfolio Support (British Columbia)

Investment Assistant - Client-Focused Portfolio Support (British Columbia)

21 Sep
|
Odlum Brown
|
British Columbia

21 Sep

Odlum Brown

British Columbia

Odlum Brown Limited in Vancouver is seeking an Investment Assistant to join a four-person team supporting Portfolio Managers Tannis Calder and Mary MacDonald. The role emphasizes client service, accuracy, and a proactive approach to daily tasks.
You will handle administrative duties, reporting, trades, client communications, and calendar logistics, while participating in meetings and contributing to a culture of growth, collaboration, and long-term relationships with clients.

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📌 Investment Assistant - Client-Focused Portfolio Support (British Columbia)
🏢 Odlum Brown
📍 British Columbia

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