Investment Support Specialist

1 week ago

Abbotsford, British Columbia, Canada Victoria Newitt Recruitment Inc. Full time
About Odlum Brown

Odlum Brown is a leading independent, full-service investment firm with a rich history spanning over 100 years. Anchored in their purpose to help clients achieve their financial goals, they have remained committed to providing exceptional investment services.

Job Summary

Victoria Newitt Recruitment Inc. is proud to partner with Odlum Brown in their search for an Investment Assistant. This role offers a unique opportunity to join a reputable firm and contribute to the success of their clients.

Key Responsibilities
  • Assist in the management of investment portfolios, ensuring seamless execution of client transactions.
  • Provide exceptional client service, responding to inquiries and resolving issues in a timely and professional manner.
  • Collaborate with the investment team to develop and implement investment strategies that align with client goals.
  • Conduct research and analysis to stay up-to-date on market trends and investment opportunities.
  • Maintain accurate and detailed records of client interactions and investment activities.
Requirements

To be successful in this role, you will possess:

  • Strong analytical and problem-solving skills, with the ability to think critically and make informed decisions.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Proficiency in investment software and systems, with a willingness to learn and adapt to new technologies.
  • A strong understanding of investment principles and practices, with a passion for staying up-to-date on industry developments.

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