Client-Focused Investment Assistant Vancouver

Become part of Odlum Brown as an Investment Assistant in Vancouver. This role involves supporting high-net-worth clients with detailed portfolio management and client-centric services.
We are seeking a dedicated Investment Assistant to enhance our award-winning team at Odlum Brown. In this position, you'll collaborate closely with a Portfolio Manager and another assistant to provide exceptional support in discretionary portfolio management. Ideal candidates are detail-oriented and client-focused, thriving in a dynamic environment that emphasizes teamwork and service excellence.
Key Responsibilities:
• Process wires, EFTs, contributions, and withdrawals swiftly
• Liaise for account opening and onboarding processes
• Maintain accurate transaction documentation and compliance
• Update investment model spreadsheets and assist with rebalancing
• Respond to client inquiries and coordinate support efficiently
Requirements:
• 3+ years of client-facing experience in i...