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.

KNOWLEDGE AND EXPERIENCE

• Post-secondary education and previous administrative assistant experience or investment assistant experience is an asset
• Client-facing experience within the investment industry is an asset
• 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 autonomy
• Intermediate knowledge of Microsoft 365
• Knowledge of Broadridge’s Dataphile and/or Salesforce is an asset
• Pursuing or 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

WHAT YOU’LL DO

You will be (or will become) an Investment Assistant and provide support to the team, while you enhance your learning of the business inside and out, with an opportunity for growth within the role. You will also support the Executive Assistant and Investment Advisor. The ideal candidate has strong multi-tasking skills, natural client service orientation and takes pride in their work. They can quickly pivot between tasks and think proactively. You will gain unmatched experience in the finance industry, while working with a fun team.
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 very fast paced, team environment.

RESPONSIBILITIES

• Manage daily client requests including coordination and task management
• Assist with client outreach including email, correspondence, and telephone communication
• Submit documents through DocuSign for withdrawals from accounts (RRSP, TFSA)
• Send Letter of Authorization and coordinate fund transfers for third party transfers
• Complete and coordinate wire transfer forms
• Initiate and track account transfers
• Provide daily, weekly, and monthly reporting
• Prepare materials for client meetings
• Various aspects of general administration
• Manage a variety of day-to-day operational and administrative responsibilities, including contributing to special projects