Overview
Client-Focused Investment Assistant Jobs in Vancouver, Canada at Odlum Brown
Position: Client-Focused Investment Assistant Role
Join Odlum Brown as an Investment Assistant in our Vancouver office. This position is designed for client-centered individuals ready to enhance our esteemed firm’s services with their skills.
We are looking for an experienced Investment Representative who thrives on client support and operational excellence. In this role, you will manage transactions, assist with account setups, and prepare meaningful reports that inform clients about their investments. A focus on regulatory compliance is crucial, as well as being adaptable to various responsibilities that arise.
Key Responsibilities:
• Facilitate account opening and manage client transactions
• Maintain detailed and compliant client records
• Assist Investment Advisors with internal improvements
• Post relevant updates on Linked In and social media
• Organize materials for client meetings and events
Requirements:
• 3+ years in investment client-facing roles
• CIRO registered as an Investment Representative
• Proficient in Microsoft 365 suite
• Exceptional attention to detail and organization
• Knowledge of Salesforce is advantageous
Leverage your financial acumen and communication skills to thrive in this impactful role at Odlum Brown.
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Title: Client-Focused Investment Assistant
Company: Odlum Brown
Location: Vancouver, Canada
Category: