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.

COMPETENCIES

• Advising and Coaching – Able to listen actively to understand stakeholder needs and clarify challenges, share
  basic recommendations or advice based on predefined practices, tools, knowledge base or assets, and build

rapport with stakeholders while seeking feedback to refine advice

• Customer Relationship Management – Able to effectively manage and nurture a portfolio of client

relationships, ensuring long-term satisfaction and retention, leverage CRM tools to analyze client data and
deliver tailored, consistent service, and identify trends and insights to anticipate client needs and drive

relationship growth

• Financial Planning – Able to collect financial data to support basic planning, follow guidance when

recommending simple financial products, and demonstrate awareness of financial goals and their importance

• Investment and Portfolio Management – Able to assist with basic investment tasks, research and support,

support the proactive and effective management of client accounts and communication with clients, and

demonstrate awareness of fundamental investment principles and risk factors

• Modelling and Forecasting – Able to use basic tools to create simple financial projections, follow instructions

to input data into forecasting models, and demonstrate awareness of key factors that influence forecasts

• Regulatory Knowledge – Able to identify and follow basic legal or regulatory requirements, report potential

compliance issues as directed, and demonstrate awareness of key regulations affecting the organization

• Risk Assessment – Able to identify straightforward risks and report them as instructed, follow established risk

mitigation approaches, procedures or practices, and demonstrate awareness of key principles in risk
management

KNOWLEDGE AND EXPERIENCE

• Must have a minimum of three years Administrative Assistant experience or capacity in a similar role
• Investment or Financial Services industry is an asset
• Proficiency in managing calendars and scheduling appointments
• Demonstrated ability in coordinating, confirming, and following up on meetings
• Excellent organizational, time management and multitasking skills
• Ability to handle confidential information with discretion
• Excellent written and verbal communication skills
• Proficient in Microsoft 365 (Word, Excel, Outlook)
• Experience with Salesforce or other CRM software is an asset
• Strong problem-solving skills and attention to detail
• Must be proactive and able to work both independently and as part of a team

WHAT YOU’LL DO

As an Administrative Assistant, you will work in a collaborative environment to help client-facing team members
schedule and coordinate meetings and events, as well as assist the Financial Planning team with various
administrative tasks.
The ideal candidate is an organized, detail-oriented and a proactive team player, with a proven track record of
building trusting and productive relationships.

RESPONSIBILITIES

• Schedule and coordinate meetings with clients, advisors and other collaborators
• Attend team meetings and follow-up on action items, commitments and deliverables
• Coordinate logistics for team and firm-wide events such as presentations by internal and external guest
  speakers
  Suite 1500 – 1631 Dickson Avenue | Kelowna, BC V1Y 0B5
  Main 250 861 5700 | Toll Free 1 800 788 5677 | Fax 250 861 7766
  VANCOUVER KELOWNA VICTORIA CHILLIWACK COURTENAY LANGLEY Member-Canadian Investor Protection Fund