About this role
Investment Assistant (Req 130) at Odlumbrown. Location: Vancouver, British Columbia, Canada. Role: processing transactions, facilitating onboarding, maintaining records Requirements: Minimum 3 years client-facing investment experience; CIRO Investment Representative registration; intermediate-advanced Microsoft 365/Excel and Salesforce; strong communication, writing, analytical and regulatory knowledge. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft 365, Microsoft Excel, Salesforce Certifications: ciro investment representative Commitment: Full Time Workplace: Onsite Languages: English