[温哥华全职]知名投资公司Odlum Brown招投资助理
Odlum Brown是BC省拥有超90年历史依然享负盛名的理财投资公司,总部在温哥华,在BC省5家城市均有办公室。Odlum Brown更被评为拥有“加拿大管理最佳公司”及拥有“加拿大最受欢迎的公司文化”。
投资助理
主要工作内容
- Various aspects of general administration.
- Coordinating client account documentation and follow-through to account opening.
- Preparation and tracking of account transfers.
- Assistance with client outreach including e‐mail, client correspondence and telephone communication.
- Preparing daily, weekly and monthly reporting.
- Some executing of mutual fund, equity and fixed income trades.
- Tracking financial planning for clients.
- Preparing marketing materials.
加拿大·温哥华
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