Investment Assistant at Odlum Brown

Elevate your career as an Investment Assistant with Odlum Brown in Vancouver. Become part of an award-winning firm dedicated to delivering exceptional client service while supporting a Portfolio Manager.
In this client-focused role, you will provide portfolio and administrative support while effectively managing client relationships. Your attention to detail and ability to adapt to changing priorities will contribute to a culture of teamwork and continuous improvement. Odlum Brown is committed to nurturing your professional growth and fostering long-term client relationships.
Key Responsibilities:
• Process financial transactions in a timely manner
• Prepare performance reports and documentation
• Collaborate with teams to support client services
• Respond to client inquiries and address account issues
• Schedule and prepare materials for client meetings
Requirements:
• 3+ years of client-facing experience in investing
• Registered as an Investment Represe...