Investment Assistant (Req 130)

Odlum Brown•Vancouver, BC

4d•CA$70,000 - CA$80,000•Onsite

About The Position

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 have an opportunity for an Investment Assistant to join our award-winning firm in the Vancouver office. In this role, you will join a Portfolio Manager and an existing assistant, providing dedicated support for discretionary portfolio management services to high-net-worth individuals. The ideal candidate is client-focused and detail-oriented. You take ownership of your responsibilities, adapt to changing priorities, and contribute to a team culture that values client service and teamwork.

Requirements

Minimum of 3 years of client-facing experience within the investment industry
Registration with CIRO as an Investment Representative in good standing, with a willingness to pursue Registered Representative registration
Intermediate to advanced knowledge of Microsoft 365 with expertise in Excel
Exceptional verbal communication skills
Strong writing skills with the ability to create clear, engaging, and professional content
Intermediate knowledge of Salesforce
Professional, tactful, and confident when interacting with clients
Exceptional attention to detail and organizational skills with the ability to work efficiently and accurately
Collaborative team member with a proven record of building trust and productive relationships
Strong analytical and organizational skills, with the ability to manage multiple priorities
Disciplined, motivated, and operates with a high level of accountability
Candidates must be legally eligible to work in Canada. Any employment restrictions must be disclosed at the time of application, with supporting documentation provided prior to a potential offer of employment.

Nice To Haves

Social media experience is an asset

Responsibilities

Process transactions such as wires, EFTs, contributions, withdrawals, and transfers in a timely manner
Facilitate account opening and onboarding
Document transactions and client communications and ensure regulatory compliance
Maintain accurate records while protecting client confidentiality and privacy
Liaise with internal departments to facilitate client support
Update and maintain investment model spreadsheets and portfolio rebalancing
Attend internal research meetings and keep abreast of markets
Collaborate with the Portfolio Manager and client service teams to deliver seamless client experience and contribute to internal improvements
Respond to client calls and emails, resolve inquiries regarding account activity and performance, and escalate issues as needed in a timely manner
Maintain accurate client records and ensure compliance with KYC/AML regulations
Execute mutual funds, equity, model, and fixed income trades
Assist with new client onboarding
Ensure client files and documentation are up to date and accurate in Salesforce
Schedule and prepare materials for client meetings, including portfolio reviews and investment proposals
Support clients through the wealth management process by gathering relevant information, documents, and questionnaires and following up on tasks