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Investment & Asset Management Administrator

4 months ago

Vancouver BC, Canada Odlum Brown Limited Full time €53,000 - €60,000

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.

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. 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. 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.

We have an opportunity for an Investment Assistant to join a highly successful, six-person investment team in our Vancouver office. The team is focused on delivering investment guidance and services tailored to high-net-worth individuals and families. You will provide administrative support to Investment Advisors. They have a proven history of building relationships with clients and are proactive and engaged. The ideal candidate is looking for a long-term fit in an administrative role.

Coordinate client account documentation and follow through to account opening
Initiate and track account transfers
Assist with client outreach including email, correspondence and telephone communication
Various aspects of general administration

Minimum of 2 to 3 years of administrative experience within the banking, securities and/or brokerage industry
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
Intermediate knowledge of MS Word, Excel and Outlook
Knowledge of Broadridge’s Dataphile and/or Salesforce is an asset
A team player with a proven track record of building trusting and productive relationships with colleagues and clients alike
We are a diverse, driven group of individuals who genuinely care about one another and encourage and appreciate each other’s contributions. flexible work options;