About this role
Investment Assistant (Req 133) at Odlum Brown. Location: Vancouver, British Columbia, Canada. Role: processing transactions, supporting clients, preparing reports Requirements: 3+ years client-facing investment industry experience, CIRO registration, bachelor's degree, intermediate Microsoft 365 skills, knowledge of KYC/AML, strong communication and analytical skills. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Word, Microsoft Excel, Microsoft Outlook, Dataphile, Salesforce Certifications: ciro registration Commitment: Full Time Workplace: Onsite Languages: English