Investment Assistant (Req 130)

Odlum Brown • Vancouver, BC

2d • CA$70,000 - CA$80,000 • Onsite

About The Position

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

Benefits

• Competitive and equitable total rewards package
• Mentorship programs
• Meaningful professional development to support your continued growth
• Eligibility for a performance-based bonus
• Inclusive and accessible workplace where all team members feel valued and supported

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed