Client-Centric Investment Assistant

Odlum-Brown-1; Vancouver; On-site; CAD 60,000 - 70,000; Full time

Benefits offered by this job

Performance-based bonus

Job summary

Odlum Brown is seeking an Investment Assistant in Vancouver to support day-to-day portfolio administration and client service for a five-person team. You will help deliver high-quality client experiences, maintain accurate records, and assist with investment proposals and meetings.

The role emphasizes attention to detail, accountability, and collaboration with Portfolio Managers to foster long-term client relationships and personalized investment advice through all life stages.

Qualifications

• Minimum 2 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).
• Knowledge of Broadridge’s Dataphile and/or Salesforce is an asset.
• Strong verbal and written communication skills.
• 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.
• Self-motivated, driven and operates with a high level of accountability.

Responsibilities

• Process wires, EFTs, contributions, withdrawals, and transfers transactions in a timely manner.
• Prepare investment performance and quarterly reports.
• Document transactions and client communications and ensure regulatory compliance.
• Collaborate with Portfolio Managers 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.
• Support the creation and distribution of various client and prospect communication pieces.
• Coordinate client and prospect events.

Skills

Analysis

Coordination

Customer Service

Digital Literacy

Product Knowledge

Regulatory Knowledge

Tools

Microsoft 365

Dataphile

Salesforce

Job description

Odlum Brown is seeking an Investment Assistant in Vancouver to support day-to-day portfolio administration and client service for a five-person team. You will help deliver high-quality client experiences, maintain accurate records, and assist with investment proposals and meetings.

The role emphasizes attention to detail, accountability, and collaboration with Portfolio Managers to foster long-term client relationships and personalized investment advice through all life stages.