Executive Assistant

Odlum Brown Limited

WHO WE ARE Anchored in our purpose to help clients achieve their financial goals, Odlum Brown has remained an independent, full-service investment firm for over 100 years. Wholly owned by its team members, the firm continues its tradition of leadership in the financial community as one of BC’s most respected investment firms. We are honoured to be nationally recognized as one of Canada’s Best Managed Companies and one of Canada’s Most AdmiredTM Corporate Cultures, and to share the achievement of a century in business with our valued team members, clients and communities.

CULTURE AND VALUES Guided by a set of timeless core values – Clients First, People, Accountability, Independence, Integrity and Community – we are very proud of the vibrant, ever-evolving culture that we have built over the years. These values are the cornerstone of our culture and the principles that provide a compass for our actions and unify us as a team. PEOPLE We have skiers, mountain bikers, hockey players, runners, volleyball players, movie buffs, bookworms, animal lovers, musicians, yogis, world travelers – all with diverse backgrounds and experiences to share from around the globe.

You will work with really interesting people and make great friends, too. COMMUNITY We are serious about supporting the communities where we live and work. A recipient of a Canada’s Volunteer Award from the Government of Canada, we are committed in heart and mind to everything we do in the community, and we work hard to inspire passion and fun while doing it.

PROFESSIONAL DEVELOPMENT Continuous learning matters. We are committed to providing career-long support for learning and growth. THE OPPORTUNITY We have an exciting opportunity for an Executive Assistant to the President at our award-winning firm in the Vancouver office.

WHAT YOU’LL DO Reporting to the President, you will proactively support their day-to-day needs in a fast-paced environment while managing confidential information with tact and diplomacy. This role requires exceptional interpersonal, organizational and time management skills, and must exercise discretion, judgement and initiative in carrying out a variety of executive support activities. The ideal candidate is a professional, resourceful problem solver who excels at managing private and time-sensitive matters, while managing a complex workload.

You thrive under change and are a chameleon in adapting your communication and interpersonal style to various stakeholders and team members throughout the firm. RESPONSIBILITIES Serve as a liaison between the President and internal/external stakeholders Manage daily administrative and operational functions including calendar management, meeting support, event planning, travel arrangements, and drafting correspondence and emails with a high level of discretion and confidentiality Maintain information flow on behalf of the President by screening and prioritizing incoming requests, managing mail and telephone calls, flagging priority and urgent matters, and directing routine matters to other team members Draft, edit and format various forms of correspondence for the President’s review based on a thorough analysis of the documents, information and notes provided Anticipate information needs and compile agendas, minutes and information packages for meetings, conferences, appointments and so on Oversee operating processes and procedures for continuous improvement and maintain recordkeeping systems and controls Create spreadsheets and maintain effective tracking and updating of various reports Develop presentations and prepare related materials and handouts for meetings and presentations Develop, publish and maintain various SharePoint sites Manage travel arrangements, ensuring planning complies with the firm’s guidelines and individual preferences Coordinate and support firm events throughout the year Other executive support and specific projects as assigned KNOWLEDGE AND EXPERIENCE 5 years of experience as a C-level Executive Assistant within an investment firm required Post-secondary education in Business Administration or related discipline High degree of tact, diplomacy and discretion, along with independence, initiative and self-discipline Strong organizational and analytical skills with demonstrated ability to manage competing priorities Detail-oriented and accountable in delivering tasks and project initiatives Proven experience in project management and event planning Team-oriented – a genuine desire to be proactive and create a positive experience for others Superior verbal and written communication and interpersonal skills, anchored in trust and respect Advanced proficiency with Microsoft Office (including Word, Excel, PowerPoint, Outlook, SharePoint) and Adobe Acrobat WHAT WE OFFER A 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 encourage and appreciate each other’s contributions.

We believe in rewarding team members and do this by providing a competitive total rewards package that is fair and equitable; mentorship programs; flexible work options; and a variety of professional development opportunities to expand your career. This role has an expected salary of $70,000 – $85,000/year, plus the potential for bonuses. Our team is growing, and we’ve got room for one more if you’re interested.

If this sounds like the environment you’d like to work in and you have the credentials and experience for this role, we invite you to submit a cover letter and resume to careersodlumbrown.com by July 12, 2024 . Candidates must be legally eligible to work in Canada. Full disclosure of any restrictions must be disclosed at the time of expressing interest and supporting evidence provided prior to any potential offer of employment.

We appreciate your interest and thank you for taking the time to consider this opportunity. We will be in touch with individuals whose profiles most closely match what’s needed to be successful in this role.