Job Description:

Job information Investment Assistant from the Company Odlum Brown, this latest Investment Assistant job vacancy is located in the city Vancouver, BC located in the country Canada . This latest job opening is open to job seekers who have the latest education / graduate Bachelor Degree . Job Vacancies in this Finance field have been opened and published up to the specified time.

Job Responsibility:

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.

We are honoured to be nationally recognized as one of Canada's Best Managed Companies and one of Canada's Most AdmiredTM Corporate Cultures, and to share the achievement of a century in business with our valued team members, clients and communities.

CULTURE AND VALUES Guided by a set of timeless core values - Clients First, People, Accountability, Independence, Integrity and Community - we are very proud of the vibrant, ever-evolving culture that we have built over the years. These values are the cornerstone of our culture and the principles that provide a compass for our actions and unify us as a team.

PEOPLE We have skiers, mountain bikers, hockey players, runners, volleyball players, movie buffs, bookworms, animal lovers, musicians, yogis, world travelers - all with diverse backgrounds and experiences to share from around the globe. You will work with really interesting people and make great friends, too.

COMMUNITY We are serious about supporting the communities where we live and work. A recipient of a Canada's Volunteer Award from the Government of Canada, we are committed in heart and mind to everything we do in the community, and we work hard to inspire passion and fun while doing it.

PROFESSIONAL DEVELOPMENT Continuous learning matters. We are committed to providing career-long support for learning and growth.

THE OPPORTUNITYWe have an opportunity for an Investment Assistant to join a highly successful, fast-paced, seven-person investment team in our Vancouver office. The team has a full-service model tailored to high-net-worth individuals and families. Always putting clients first and looking for opportunities to go the extra mile, the team members enjoy working together while learning from and supporting each other. The ideal candidate has a similar client-first philosophy and works well in a fast-paced, team environment.

WHAT YOU'LL DO You will provide administrative support to the team's Investment Assistants, Executive Assistant and Portfolio Manager. The ideal candidate has a strong multi-tasking capability, a natural client service orientation, takes pride in their work and can quickly pivot between tasks and think proactively. They will gain unmatched experience in the finance industry and/or a long-term fit in an administrative role with a fun team.

RESPONSIBILITIES • Complete documentation and facilitate the day-to-day administration of accounts

• Provide daily, weekly and monthly reporting
• Prepare materials and coordinate logistics for client meetings
• Assist with client outreach including email, correspondence and telephone communication
• Manage a variety of day-to-day operational responsibilities, including contributing to special projects and

handling personal tasks for the Portfolio Manager

KNOWLEDGE AND EXPERIENCE • Post-secondary education and previous administrative assistant experience is an asset

• Completion of the Canadian Securities Course and the Conduct and Practices Handbook Course to meet the

qualifications necessary to be approved as an Investment Representative

• Exceptional verbal and written communication skills
• Articulate, tactful and confident interacting with clients
• Exceptional attention to detail and skilled at working efficiently and accurately
• Diplomacy and professionalism in handling confidential material and correspondence
• A team player with a proven track record of building trusting and productive relationships with colleagues

and clients alike

• Strong analytical and organizational skills, with the ability to manage multiple priorities
• Disciplined, driven and operates with a high level of accountability
• Intermediate knowledge of MS Word, Excel and Outlook
• Knowledge of Broadridge's Dataphile and/or Salesforce is an asset

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 encourage and appreciate each other's contributions. We believe in rewarding team members and do this by providing a competitive total rewards package that is fair and equitable; mentorship programs; flexible work options; and a variety of professional development opportunities to expand your career. This role has an expected salary and commission range of $47,000 - $55,000/year, plus the potential for bonuses.

If this sounds like the environment you'd like to work in, we invite you to submit a cover letter and resume to careers@odlumbrown.com by July 2, 2024.

Candidates must be legally eligible to work in Canada. Full disclosure of any restrictions must be disclosed at the time of expressing interest and supporting evidence provided prior to any potential offer of employment.

We appreciate your interest and thank you for taking the time to consider this opportunity. We will be in touch with individuals whose profiles most closely match what's needed to be successful in this role.

Keywords : Vancouver jobs

Closed Date : 2024-10-30