This range is provided by Odlum Brown Limited. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

CA$55,000.00/yr - CA$65,000.00/yr

Direct message the job poster from Odlum Brown Limited

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.

CULTURE AND VALUES

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. These values are the cornerstone of our culture and the principles that provide a compass for our actions and unify us as a team.

PEOPLE

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. You will work with really engaging people and make great friends, too.

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.

PROFESSIONAL DEVELOPMENT

Continuous learning matters. We are committed to providing career-long support for learning and growth.

THE OPPORTUNITY

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.

WHAT YOU'LL DO

You will provide support to a group of Investment Assistants, while you learn the business inside and out, with an opportunity for growth within the role. You will also support the Executive Assistant and Investment Advisor. The ideal candidate has strong multi-tasking skills, natural client service orientation and takes pride in their work. They can quickly pivot between tasks and think proactively. 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. The ideal candidate has a similar client-first philosophy and works well in a very fast paced, team environment.

RESPONSIBILITIES

- Manage daily client requests including coordination and task management




- Assist with client outreach including email, correspondence, and telephone communication
- Submit documents through DocuSign for withdrawals from accounts (RRSP, TFSA)
- Send Letter of Authorization and coordinate fund transfers for third party transfers
- Complete and coordinate wire transfer forms
- Initiate and track account transfers
- Provide daily, weekly, and monthly reporting
- 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

COMPETENCIES

- 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
- Coordination – Able to coordinate complex activities, aligning people, resources, and timelines to achieve goals efficiently, manage competing priorities, ensuring clarity, accountability, and timely completion of tasks and proactively identify and resolve barriers that impact coordination or goal achievement
- 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 informatio

📌 Investment Assistant (Vancouver)
🏢 Odlum Brown
📍 Vancouver