Anchored in our purpose to help clients achieve their financial goals, Odlum Brown has remained an independent, full-service investment firm for over 100 years. Wholly owned by its team members, the firm continues its tradition of leadership in the financial community as one of BC's most respected investment firms. We are honoured to be nationally recognized as one of Canada's Best Managed Companies and one of Canada's Most AdmiredTM Corporate Cultures, and to share the achievement of a century in business with our valued team members, clients and communities.

Guided by a set of timeless core values – Clients First, People, Accountability, Independence, Integrity and Community – we are very proud of the vibrant, ever-evolving culture that we have built over the years. We have skiers, mountain bikers, hockey players, runners, volleyball players, movie buffs, bookworms, animal lovers, musicians, yogis, world travelers – all with diverse backgrounds and experiences to share from around the globe. COMMUNITY We are serious about supporting the communities where we live and work.

A recipient of a Canada's Volunteer Award from the Government of Canada, we are committed in heart and mind to everything we do in the community, and we work hard to inspire passion and fun while doing it. We have an opportunity for an Investment Assistant to join our award winning firm in our Vancouver office, where you'll be working in a highly successful, fast paced, seven-person team with Christina Anthony. You will provide support to a group of Investment Assistants, while you learn the business inside and out, with an chance for growth within the role.

You will also support the Executive Assistant and Investment Advisor. You will gain unmatched experience in the finance industry, while working with a fun team. The team has a full-service model tailored to high-net-worth individuals and families.

Always putting clients first and looking for opportunities to go the extra mile, the team members enjoy working together while learning from and supporting each other.



Assist with client outreach including email, correspondence, and telephone communication Submit documents through DocuSign for withdrawals from accounts (RRSP, TFSA) Initiate and track account transfers Prepare materials for client meetings Various aspects of general administration Manage a variety of day-to-day operational and administrative responsibilities, including contributing to special projects Analysis – Able to analyze both qualitative and quantitative data to identify key themes, insights or issues or support decision making, critically evaluate information, separating relevant details from noise and provide input into decisions by interpreting information in context Customer Service – Able to manage diverse and complex customer needs, ensuring accurate, timely, and policy-compliant resolutions, identify underlying customer concerns and recommend proactive solutions or improvements and balance multiple customer priorities, maintaining high levels of satisfaction and efficiency Digital Literacy – Able to adapt and apply advanced digital tools and systems to improve efficiency and effectiveness, integrate and analyze information from diverse digital sources for decision-making and model safe and responsible digital practices in day-to-day work Investment and Portfolio Management – Able to assist with basic investment tasks, research and support, support the proactive and effective management of client accounts and communication with clients and demonstrate awareness of fundamental investment principles and risk factors.

Product

Knowledge – Able to independently maintain in-depth knowledge of key products, applications or services,



address client or customer inquiries effectively with relevant details about products, services, tools or applications and identify potential product or service improvements.

Regulatory

Knowledge – Able to independently ensure compliance with standard laws and regulations in daily work, provide guidance to others on basic compliance issues and stay informed about updates to relevant regulatory requirements Post-secondary education and previous administrative assistant experience or investment assistant experience Diplomacy and professionalism in handling confidential material and correspondence A team player with a proven track record of building trusting and productive relationships with colleagues and clients alike Intermediate knowledge of Microsoft 365 Knowledge of Broadridge's Dataphile and/or Salesforce is an asset Completion (or willing to register for) the Canadian Securities Course and the Conduct and Practices Handbook Course to meet the qualifications necessary to be approved as an Investment Representative We are a diverse, driven group of individuals who genuinely care about one another and encourage and appreciate each other's contributions. flexible work options; This role has an expected salary and commission range of $55,000 – $65,000/year, plus the potential for bonuses. Entry level Full time Administrative Financial Services, Investment Management, and Investment Advice Wealth Management - ScotiaMcLeod Internship/Co-op - Fall 2025 - Western Canada 2025 Wealth Management, Fall Administrative Assistant (4-16 months) Investment Advisor Assistant | Cash Management Group Investment Banking Fall Analyst - Infrastructure M&A; Advisory - Fall 2025 Private Banking Associate, International Private Banking Financial Planning & Analysis Analyst - Sims Finance Analyst - Western Canada District ANALYST, GROWTH VENTURE CO-INVESTMENT FUND ESG Analyst (Vancity Investment Management) We're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

📌 Investment & Asset Management Administrator (Vancouver)
🏢 Odlum Brown
📍 Vancouver