Wealth Management Assistant — Client-Centric Portfolio Support (Vancouver)

Wealth Management Assistant — Client-Centric Portfolio Support (Vancouver)

25 Sep
|
Odlum Brown
|
Vancouver

25 Sep

Odlum Brown

Vancouver

Odlum Brown Limited in Vancouver is seeking an Investment Assistant to join the Burrard Investment Management Group, a cooperative advisory team supporting discretionary portfolio management for complex wealth needs. You will help deliver a seamless client experience and manage critical administrative tasks with accuracy and discretion.

The role emphasizes strong communication, teamwork, and diligence, with responsibilities across transaction processing, onboarding, client communications, and

📌 Wealth Management Assistant — Client-Centric Portfolio Support (Vancouver)
🏢 Odlum Brown
📍 Vancouver

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