Join Odlum Brown as an Investment Assistant in Vancouver, where your client management skills and investment knowledge can thrive. This role requires a blend of administrative support and relationship building on site.
We are looking for an experienced Investment Representative to collaborate with multiple Investment Advisors. The ideal candidate is detail-oriented, customer-service driven, and ready to manage client communications and transactions efficiently. This position encourages continuous learning and offers a pathway for professional development in a supportive team atmosphere.
Key Responsibilities:
• Manage transaction processing swiftly and accurately
• Generate and maintain investment performance reports
• Ensure compliance with regulatory standards
• Engage with clients via calls and emails
• Support marketing efforts and coordinate events
Requirements:
• At least 3 years in client-facing investment roles
• CIRO registration as an Investment R...