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 (Canada)
🏢 Odlum Brown
📍 Canada