Investment Assistant

Description:

Anchored in our purpose to help clients achieve their financial goals, Odlum Brown has remained an independent,
full-service investment firm for 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.

CULTURE AND VALUES
Guided by a set of timeless core values – Clients First, People, Accountability, Independence, Integrity and
Community – we are very proud of the vibrant culture that we have built and sustained for many years. These values
are the cornerstone of our culture and the 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. 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.

PROFESSIONAL DEVELOPMENT
Continuous learning matters. We are committed to providing career-long support for learning and growth.

OPPORTUNITY
We currently have an opportunity for an Investment Assistant to join our award-winning firm in our Langley office.

The ideal candidate is committed to exceeding client expectations and willing to take on challenges and provide input
to help grow the team’s business.

RESPONSIBILITIES
• Various aspects of general administration

• Coordinating client account documentation and follow through to account opening
• Preparation and tracking of account transfers
• Assistance with client outreach including email, client correspondence and telephone communication
• Preparing daily, weekly and monthly reporting
• Execution of 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
• Completion of the Canadian Securities Course and the Conduct and Practices Handbook Course would be an