Odlum Brown seeks a detail-oriented Investment Assistant for its Vancouver office. Collaborate with a Portfolio Manager to deliver exceptional client service and investment support.
This role offers a chance to work with Portfolio Manager Zdenka Gomes, where the emphasis is on client relationships and personalized investment advice. You'll manage client transactions, facilitate account openings, and ensure compliance. This position is ideal for someone who values teamwork and contributing to a rewarding client experience.
Key Responsibilities:
• Process wires, withdrawals, and transfers promptly
• Collaborate with management on client services
• Schedule and prepare materials for client meetings
• Respond to client inquiries and maintain records
• Support the creation of marketing materials
Requirements:
• 3+ years in client-facing investment roles
• Registered Investment Representative with CIRO
• Proficiency in Microsoft 365 applications
• Strong c...