

Odlum Brown是BC省擁有超90年曆史依然享負盛名的理財投資公司,總部在溫哥華,在BC省5家城市均有辦公室。Odlum Brown更被評為擁有“加拿大管理最佳公司”及擁有“加拿大最受歡迎的公司文化”。

投資助理
主要工作內容
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Various aspects of general administration.
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Coordinating client account documentation and follow-through to account opening.
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Preparation and tracking of account transfers.
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Assistance with client outreach including e‐mail, client correspondence and telephone communication.
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Preparing daily, weekly and monthly reporting.
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Some executing of mutual fund, equity and fixed income trades.
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Tracking financial planning for clients.
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Preparing marketing materials.
加拿大·溫哥華

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