Investment Assistant (Req 150)

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

Job summary

Odlum-Brown in Vancouver is seeking an Investment Assistant to support two Portfolio Managers on a three-person team. You will deliver high-quality client service, assist with daily portfolio administration, and help maintain accurate client records.

The role emphasizes attention to detail, a client-centric approach, and the ability to adapt to changing priorities while upholding compliance. The office environment values collaboration and professional growth.

Qualifications

• Minimum 2 years of client-facing experience in the investment industry.
• Registered with CIRO as an Investment Representative in good standing.
• Proficient in Microsoft 365, including Word, Excel and Outlook; Copilot a plus.
• Knowledge of Broadridge Dataphile and Salesforce is an asset.
• Strong communication, attention to detail, and ability to manage multiple priorities.

Responsibilities

• Process wires, EFTs, contributions, withdrawals, and transfers in a timely manner.
• Execute mutual fund, equity and fixed income trades.
• Facilitate account opening.
• 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.
• Respond to client calls and emails, resolve inquiries, and elevate issues as needed.
• Maintain accurate client records and ensure KYC/AML compliance.
• Schedule and prepare materials for client meetings, including portfolio reviews and investment proposals.
• Support creation and distribution of client and prospect communications.
• Coordinate client and prospect events.

Skills

Analysis

Coordination

Customer Service

Digital Literacy

Product Knowledge

Regulatory Knowledge

Education

CIRO Investment Representative

Tools

Microsoft 365

Excel

Outlook

Copilot

Broadridge Dataphile

Salesforce

Job description

THE OPPORTUNITY

We have an opportunity for an Investment Assistant to join our Vancouver office.

WHAT YOU’LL DO

In this role, you will support two Portfolio Managers on a three-person team. You will play an important role in delivering a high standard of client service, supporting day-to-day portfolio administration, and contributing to a collaborative team environment. The successful candidate is client-focused, detail-oriented, and accountable, with the ability to adapt to changing priorities while maintaining accuracy and professionalism.

RESPONSIBILITIES

Portfolio and Administrative Support

• Process wires, EFTs, contributions, withdrawals, and transfers transactions in a timely manner
• Execute mutual fund, equity and fixed income trades
• Facilitate account opening
• Prepare investment performance and quarterly reports
• Document transactions and client communications and ensure regulatory compliance

Client Support and Relationship Management

• 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 elevate issues as needed
• Maintain accurate client records and ensure compliance with KYC/AML regulations
• Schedule and prepare materials for client meetings, including portfolio reviews and investment proposals

Marketing and Social Media

• Support the creation and distribution of various client and prospect communication pieces
• Coordinate client and prospect events

COMPETENCIES

• Analysis – Assess quantitative and qualitative data, information, or situations to understand the most important details, identify patterns or meaning, and translate it into useful recommendations, decisions, or actions
• Coordination – Prioritize, organize, and manage information, people, assets, resources, messages, tasks and/or activities to achieve a goal within timelines
• Customer Service – Determine needs, capture relevant information, apply internal policy or regulation, and elevate and prioritize the requests of customers to answer inquiries, fulfill transactions, or resolve issues
• Digital Literacy – Use technology, tools, and online resources to find, create, and communicate information or apply new digital tools or systems to do our work, while staying safe and responsible in digital environments
• Product Knowledge – Maintain and deepen knowledge of company products, services and/or applications in order to align features, benefits, and uses to client or stakeholder needs
• Regulatory Knowledge – Understand and apply relevant laws, regulations, and standards to meet legal and ethical requirements and reduce risk for clients and the organization

KNOWLEDGE AND EXPERIENCE

• Minimum 2 years of relevant client-facing experience, preferably within the investment industry
• Registered with CIRO as an Investment Representative in good standing
• Intermediate knowledge of Microsoft 365, including Word, Excel and Outlook; experience with Copilot is an asset
• Knowledge of Broadridge’s Dataphile and/or Salesforce is an asset
• Strong verbal and written communication skills to create clear, engaging, and professional content
• Able to communicate professionally and tactfully with clients and colleagues
• Exceptional attention to detail and skilled at working efficiently and accurately
• Collaborative and able to build effective working relationships
• Strong analytical and organizational skills, with the ability to manage multiple priorities
• Accountable, proactive, and able to work with a high degree of ownership

WHAT WE OFFER

A culture of openness, collaboration, and respect is foundational to our firm. We are a diverse, driven group of individuals who genuinely care about one another and value each person’s contribution.

We offer a competitive and equitable total rewards package, including mentorship programs and meaningful professional development to support your continued growth. The expected salary and commission range for this role is $60,000 – $70,000 per year, plus eligibility for a performance-based bonus.

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.

We are committed to fostering an inclusive and accessible workplace where all team members feel valued and supported. If you require accommodation during the recruitment process, please email us at [e-mail].

We appreciate your interest and thank you for considering this opportunity. We will contact candidates whose qualifications most closely align with the requirements for the role.