Investment Assistant (Req 99)

Odlum Brown•Vancouver, BC

3d•Onsite

About The Position

Anchored in its 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. The ideal candidate is client-focused, detailed-oriented, takes ownership, adapts to changing priorities, and contributes to a culture that values client service, teamwork, and continuous growth. We are passionate about building long-term relationships with clients and guiding them through all stages of life with personalized investment advice. If you are looking for a long-term opportunity that supports professional development and cultivates high standards, we would love to meet you. This role requires the successful candidate to work onsite in the office five days per week.

Requirements

Minimum 3 years of client-facing experience within the investment industry
Registered with CIRO as an Investment Representative in good standing
Intermediate knowledge of Microsoft 365 (Word, Excel and Outlook)
Strong verbal and written communication skills to create clear, engaging, and professional content
Articulate, tactful and confident interacting with clients
Exceptional attention to detail and skilled at working efficiently and accurately
Team player with a proven record of building trusting and productive relationships
Strong analytical and organizational skills, with the ability to manage multiple priorities
Disciplined, driven 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

Knowledge of Broadridge’s Dataphile and/or Salesforce is an asset
Social media experience is an asset

Responsibilities

Process transactions such as wires, EFTs, contributions, withdrawals, and transfers in a timely manner
Facilitate account opening
Prepare investment performance and quarterly reports
Document transactions and client communications and ensure regulatory compliance
Collaborate with the Investment Advisors, Portfolio Manager and client service teams to deliver a 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
Maintain accurate client records and ensure compliance with KYC/AML regulations
Execute mutual fund, equity and fixed income trades
Schedule and prepare materials for client meetings, including portfolio reviews and investment proposals
Post to LinkedIn and other social media platforms
Support the creation and distribution of various client and prospect communication pieces
Coordinate client and prospect events