Advance your career as an Experienced Investment Assistant at Odlum Brown in Vancouver, focusing on personalized client service and operational support for investment advisors. This full-time role requires on-site commitment, driving a client-centric culture.
As part of a renowned investment firm, you'll assist with critical portfolio and administrative tasks while fostering lasting relationships with clients. Key responsibilities include processing transactions, ensuring compliance, and supporting investment communications. Elevate your professional journey in a firm committed to integrity and excellence.
Key Responsibilities:
• Execute and document financial transactions promptly
• Prepare comprehensive performance and investment reports
• Collaborate with teams to ensure seamless client services
• Handle client inquiries and manage records in compliance
• Coordinate client events and social media communications
Requirements:
• At least 3 years of direct cl...