Investment Support Specialist – Client-Focused

Odlum Brown Limited; Vancouver; Hybrid; CAD 70,000 - 80,000; Full time

Benefits offered by this job

Mentorship programs

Professional development

Competitive compensation and benefits

Job summary

Odlum Brown Limited in Vancouver is seeking an Investment Assistant to support Portfolio Managers on a client-focused team. You will handle administrative tasks, prepare reports, and help maintain client relationships with attention to regulatory compliance.

The role offers growth within a respected independent investment firm and opportunities to contribute to investment processes while delivering a high level of service to clients and internal stakeholders.

Qualifications

• Minimum 3 years of client-facing experience within the investment industry.
• Registered with CIRO as an Investment Representative in good standing and in pursuit of a Registered Representative registration.
• Intermediate knowledge of Microsoft 365 (Word, Excel and Outlook) and Salesforce.
• Knowledge of Broadridge’s Dataphile is an asset.
• Strong verbal and written communication skills with clients.

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.
• Update and maintain investment model spreadsheets and portfolio rebalancing.
• Attend internal research meetings and keep abreast of markets.
• Collaborate with Portfolio Managers and client service teams to deliver a seamless client experience.
• Respond to client calls and emails, resolve inquiries, maintain client records and ensure KYC/AML compliance.
• Execute mutual fund, equity and fixed income trades.
• Schedule and prepare materials for client meetings, including portfolio reviews and investment proposals.
• Support creation and distribution of client communications and coordinate events.

Skills

Analysis

Coordination

Customer Service

Digital Literacy

Product Knowledge

Regulatory Knowledge

Education

CIRO Investment Representative (in good standing, pursuit of registration)

Tools

Microsoft 365

Salesforce

Broadridge Dataphile

Job description

Odlum Brown Limited in Vancouver is seeking an Investment Assistant to support Portfolio Managers on a client-focused team. You will handle administrative tasks, prepare reports, and help maintain client relationships with attention to regulatory compliance.

The role offers growth within a respected independent investment firm and opportunities to contribute to investment processes while delivering a high level of service to clients and internal stakeholders.