Overview
Community Investment Administrator Jobs in Vancouver, British Columbia, Canada at Odlum Brown Limited
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 Admired
TM Corporate Cultures. We share this achievement of a century in business with our valued team members, clients, and communities.
Guided by core values – Clients First, People, Accountability, Independence, Integrity, and Community – we foster a vibrant, evolving culture. Our team members come from diverse backgrounds and share passions such as skiing, mountain biking, hockey, running, volleyball, movies, books, animals, music, yoga, and world travel.
COMMUNITY
We are committed to supporting our communities. Recognized with a Canada’s Volunteer Award, we work passionately to inspire and make a difference locally.
OPPORTUNITY
We invite applications for an Investment Assistant to join our Vancouver office. Working within a successful, fast-paced, seven-person team led by Christina Anthony, you will support a group of Investment Assistants, the Executive Assistant, and the Investment Advisor. This role offers valuable industry experience and growth potential.
RESPONSIBILITIES
Assist with client outreach, including email, correspondence, and phone communications.
Submit documents via Docu Sign for account withdrawals (RRSP, TFSA).
Initiate and track account transfers.
Handle various administrative tasks and contribute to special projects.
Analyze qualitative and quantitative data to support decision-making and identify key insights.
Manage customer needs, ensuring accurate and timely resolutions while maintaining high satisfaction.
Utilize digital tools to improve efficiency and support decision-making.
Support basic investment tasks and client account management, demonstrating awareness of investment principles and risk factors.
Ensure compliance with relevant laws and regulations, providing guidance on compliance issues.
QUALIFICATIONS
Post-secondary education and experience as an administrative or investment assistant.
Proven ability to build trusting relationships with colleagues and clients.
Intermediate knowledge of Microsoft 365.
Knowledge of Broadridge’s Dataphile and/or Salesforce is an asset.
Willingness to complete the Canadian Securities Course and Conduct and Practices Handbook Course.
We value diversity and encourage a flexible work environment. Join us to be part of a caring, driven team that appreciates each contribution.
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Title: Community Investment Administrator
Company: Odlum Brown Limited
Location: Vancouver, British Columbia, Canada
Category: Administrative/Clerical (Office Administrator/ Coordinator), Finance & Banking (Office Administrator/ Coordinator)
