Investment Assistant (Req 145)

Résumé du poste

The Investment Assistant will provide administrative and portfolio support, including processing transactions and maintaining accurate client records. They will also facilitate client onboarding and manage communications to ensure a seamless wealth management experience.

Détails du poste

WHO WE ARE Anchored in our purpose to help clients achieve their financial goals, Odlum Brown has remained an independent, full-service investment firm for over 100 years. Wholly owned by its team members, the firm continues its tradition of leadership in the financial community as one of BC’s most respected investment firms. THE OPPORTUNITY We have an opportunity for an Investment Assistant to join our award-winning firm in the Vancouver office. WHAT YOU’LL DO In this role, you will join the Burrard Investment Management Group, a collaborative advisory team led by two Senior Wealth Managers. The team includes a Financial Planner, Portfolio Analyst, Senior Wealth Associate, and an Investment Associate, providing dedicated support for discretionary portfolio management services to clients with complex wealth management needs. The successful candidate is client-focused and detail-oriented. You take ownership of your responsibilities, adapt to changing priorities, and contribute to a team culture that values client service and teamwork. RESPONSIBILITIES Portfolio and Administrative Support Process transactions such as wires, EFTs, contributions, withdrawals, and transfers in a timely manner Facilitate account opening and onboarding Document transactions and client communications and ensure regulatory compliance Maintain accurate records while protecting client confidentiality and privacy Client Support and Relationship Management Collaborate with the Portfolio Manager and client service teams to deliver a seamless client experience and contribute to internal improvements Respond to client calls and emails in a professional and timely manner, including inquiries related to account activity, documentation, and follow-up items Coordinate the Portfolio Manager’s calendar and client meetings, including scheduling, confirmations, preparation of materials, and follow-up Maintain accurate client records and ensure compliance with KYC/AML regulations Assist with new client onboarding Ensure client files and documentation are up to date and accurate in Salesforce Support clients through the wealth management process by gathering relevant information, documents, and questionnaires, and ensuring outstanding tasks are completed COMPETENCIES Analysis – Assess quantitative and qualitative data, information, or situations to understand key details, identify patterns or meaning, and translate insights 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 policies or regulations, and escalate and prioritize customer requests 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 our work while staying safe and responsible in digital environments Product Knowledge – Maintain and deepen knowledge of company products, services and/or applications 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 of 5 years of client-facing experience within the investment industry Registration with CIRO as an Investment Representative in good standing, with a willingness to pursue Registered Representative registration Intermediate to advanced knowledge of Microsoft 365 with expertise in Excel Intermediate knowledge of Salesforce Exceptional verbal communication skills Strong writing skills with the ability to create clear, engaging, and professional content Professional, tactful, and confident when interacting with clients Exceptional attention to detail and organizational skills with the ability to work efficiently and accurately Collaborative team member with a proven record of building trust and productive relationships Strong analytical and organizational skills, with the ability to manage multiple priorities Disciplined, motivated, and operates with a high level of accountability 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 $80,000 – $90,000 per year, plus eligibility for a performance-based bonus. Our team is growing, and we have room for one more exceptional individual. If this opportunity aligns with your experience and career goals, we invite you to submit your cover letter and resume by October 8, 2026. 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 careers@odlumbrown.com. 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.

Ce que vous ferez

The Investment Assistant will provide administrative and portfolio support, including processing transactions and maintaining accurate client records. They will also facilitate client onboarding and manage communications to ensure a seamless wealth management experience.

Exigences

Candidates must have at least 5 years of client-facing experience in the investment industry and hold CIRO registration as an Investment Representative. Proficiency in Microsoft 365, Salesforce, and strong analytical and communication skills are required.

Avantages

• Performance-based bonus • Mentorship programs • Professional development

Compétences indiquées

• Regulatory Compliance · Souhaitée
• Microsoft 365 · Souhaitée
• Souci du détail · Souhaitée
• Microsoft Excel · Souhaitée
• Communication Skills · Souhaitée
• Client Relationship Management · Souhaitée
• Salesforce · Souhaitée

Autres compétences pertinentes

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Investment industry knowledge
• Client relationship management
• Portfolio support
• Regulatory compliance
• Salesforce
• Microsoft 365
• Excel
• KYC/AML regulations
• Transaction processing
• Communication skills
• Analytical skills
• Organizational skills
• Attention to detail
• Account onboarding
• Financial documentation
• Product Knowledge
• Administrative Support
• Tactfulness
• Client Confidentiality
• Know Your Customer
• Relationship Management
• Accountability
• Productivity Improvement
• Organizational Skills
• Digital Literacy
• Client Onboarding
• Ethical Standards And Conduct
• Investments
• Customer Service
• Communication
• Regulatory Compliance
• Investment Management
• Leadership
• Mentorship
• Portfolio Management
• Wealth Management
• Registered Representative (Securities)
• Relationship Building
• Verbal Communication Skills
• Scheduling
• Anti Money Laundering
• Coordinating
• Prioritization
• Customer Inquiries
• Teamwork
• Detail Oriented

Domaines d’emploi

• Finance & Accounting
• Administrative
• Customer Service & Support
• Investment Assistant
• Brokerage Clerk
• Statistical, Finance and Insurance Clerks
• Brokerage Clerks