Investment Assistant

2 weeks ago


Vancouver, British Columbia, Canada Odlum Brown Full time

ODLUMBROWN.COM

Investment Assistant - Vancouver
***This year, Odlum Brown is proud to celebrate 100 years as an independent, employee‐owned, full‐service investment
firm. 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
We are very proud of the vibrant culture that we have built and sustained for many years. It's the way we do things,

how we make decisions and what defines which behaviours work and don't work - it's what makes up our DNA.

Our values are the cornerstone of our culture, a set of 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 and every other variety of person you can imagine. 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. 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 OPPORTUNITY

We currently have an opportunity for an Investment Assistant to join our award‐winning firm in our Vancouver

office.
***
RESPONSIBILITIES
Various aspects of general administration
Coordinating client account documentation and follow through to account opening
Preparing and tracking account transfers
Preparing daily, weekly and monthly reporting
Executing mutual fund, equity and fixed income trades

***
QUALIFICATIONS AND EDUCATIONAL REQUIREMENTS
Previous administrative/assistant experience in the investment industry would be an asset
Intermediate knowledge of MS Word, Excel and Outlook
Proficiency with Salesforce

Completion of the Canadian Securities Course and the Conduct and Practices Handbook Course would be an
asset; Investment Assistants are required to meet the qualifications necessary to be approved as an Investment
Representative

KNOWLEDGE AND EXPERIENCE
***Strong communication skills
Advanced relationship‐building skills
Team oriented
Strong analytical and organizational skills, with the ability to manage multiple priorities
Detail oriented
Disciplined, driven and operates with a high level of accountability

At 100 years young, our team is growing and we've got room for one more if you're interested. If this sounds like the
environment you'd like to work in and you have the credentials and experience for this job, we invite you to submit a

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.
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