Investment Assistant — Flexible Work Options

Victoria Newitt Recruitment Inc; British Columbia; On-site; CAD 55,000 - 65,000; Full time

Job summary

Odlum Brown in BC is seeking an Investment Assistant to support a team of Portfolio Managers focusing on conservative, long-term investing within a discretionary managed-account framework. The role emphasizes client service and accurate admin support.

The ideal candidate has 2–3 years of administrative experience in banking/securities, completes the Canadian Securities Course and Conduct and Practices Handbook Course, and is proficient in Word, Excel and Outlook.

Qualifications

• Minimum of 2 to 3 years of administrative experience within the banking, securities and/or brokerage industry.
• Completion of the Canadian Securities Course and the Conduct and Practices Handbook Course to meet the qualifications necessary to be approved as an Investment Representative.
• Intermediate knowledge of MS Word, Excel and Outlook.
• Knowledge of Broadridge’s Dataphile and/or Salesforce is an asset.
• Exceptional verbal and written communication skills.
• Articulate, tactful and confident interacting with clients.
• Exceptional attention to detail and skilled at working efficiently and accurately.
• A team player with a proven track record of building trusting and productive relationships with colleagues and clients alike.
• Strong analytical and organizational skills, with the ability to manage multiple priorities.
• Disciplined, driven and operates with a high level of accountability.

Responsibilities

• Coordinate client account documentation and follow through to account opening
• Execute mutual fund, equity and fixed income trades
• Initiate and track account transfers
• Provide daily, weekly and monthly reporting
• Prepare materials and coordinate logistics for client meetings
• Assist with client outreach including email, correspondence and telephone communication
• Various aspects of general administration

Skills

Client service

Communication

Attention to detail

Team player

Relationship building

Organizational skills

Multi-tasking

Analytical thinking

Education

Canadian Securities Course

Conduct and Practices Handbook Course

Tools

MS Word

Excel

Outlook

Broadridge Dataphile

Salesforce

Job description

Odlum Brown in BC is seeking an Investment Assistant to support a team of Portfolio Managers focusing on conservative, long-term investing within a discretionary managed-account framework. The role emphasizes client service and accurate admin support.

The ideal candidate has 2–3 years of administrative experience in banking/securities, completes the Canadian Securities Course and Conduct and Practices Handbook Course, and is proficient in Word, Excel and Outlook.