Investment Assistant (Req 130)

THE OPPORTUNITYWe have an opportunity for an Investment Assistant to join our award-winning firm in the Vancouver YOULL DOIn this role you will join a Portfolio Manager and an existing assistant providing dedicated support for discretionary portfolio management services to high-net-worth ideal candidate is client-focused and detail-oriented. You take ownership of your responsibilities adapt to changing priorities and contribute to a team culture that values client service and and Administrative SupportProcess transactions such as wires EFTs contributions withdrawals and transfers in a timely mannerFacilitate account opening and onboardingDocument transactions and client communications and ensure regulatory complianceMaintain accurate records while protecting client confidentiality and privacyLiaise with internal departments to facilitate client supportUpdate and maintain investment model spreadsheets and portfolio rebalancingAttend internal research meetings and keep abreast of marketsClient Support and Relationship ManagementCollaborate with the Portfolio Manager and client service teams to deliver seamless client experience and contribute to internal improvementsRespond to client calls and emails resolve inquiries regarding account activity and performance and escalate issues as needed in a timely mannerMaintain accurate client records and ensure compliance with KYC/AML regulationsExecute mutual funds equity model and fixed income tradesAssist with new client onboardingEnsure client files and documentation are up to date and accurate in SalesforceSchedule and prepare materials for client meetings including portfolio reviews and investment proposalsSupport clients through the wealth management process by gathering relevant information documents and questionnaires and following up on tasksCOMPETENCIESAnalysis Assess quantitative and qualitative data information or situations to understand key details identify patterns or meaning and translate insights into useful recommendations decisions or actionsCoordination Prioritize organize and manage information people assets resources messages tasks and/or activities to achieve a goal within timelinesCustomer Service Determine needs capture relevant information apply internal policies or regulations and escalate and prioritize customer requests to answer inquiries fulfill transactions or resolve issuesDigital Literacy Use technology tools and online resources to find create and communicate information or apply new digital tools or systems to our work while staying safe and responsible in digital environmentsProduct Knowledge Maintain and deepen knowledge of company products services and/or applications to align features benefits and uses to client or stakeholder needsRegulatory Knowledge Understand and apply relevant laws regulations and standards to meet legal and ethical requirements and reduce risk for clients and the organizationKNOWLEDGE AND EXPERIENCEMinimum of 3 years of client-facing experience within the investment industryRegistration with CIRO as an Investment Representative in good standing with a willingness to pursue Registered Representative registrationIntermediate to advanced knowledge of Microsoft 365 with expertise in ExcelExceptional verbal communication skillsStrong writing skills with the ability to create clear engaging and professional contentIntermediate knowledge of SalesforceProfessional tactful and confident when interacting with clientsExceptional attention to detail and organizational skills with the ability to work efficiently and accuratelyCollaborative team member with a proven record of building trust and productive relationshipsStrong analytical and organizational skills with the ability to manage multiple prioritiesDisciplined motivated and operates with a high level of accountabilitySocial media experience is an assetWHAT WE OFFERA culture of openness collaboration and respect is foundational to our firm. We are a diverse driven group of individuals who genuinely care about one another and value each persons offer a competitive and equitable total rewards package including mentorship programs and meaningful professional development to support your continued growth. The expected salary and commission range for this role is $70000 $80000 per year plus eligibility for a performance-based team is growing and we have room for one more exceptional individual. If this opportunity aligns with your experience and career goals we invite you to submit your cover letter and resume by July 10 2026. Candidates must be legally eligible to work in Canada. Any employment restrictions must be disclosed at the time of application with supporting documentation provided prior to a potential offer of are committed to fostering an inclusive and accessible workplace where all team members feel valued and supported. If you require accommodation during the recruitment process please email us at appreciate your interest and thank you for considering this opportunity. We will contact candidates whose qualifications most closely align with the requirements for the role.