Investment Advisor Support

Position: Investment Advisor Support Role at Ventum Financial
Support investment advisors at Ventum Financial as an accomplished Investment Advisor Assistant. Deliver effective client service and manage vital administrative tasks in this rewarding role.

Ventum Financial Corp. invites applications for Investment Advisor Assistants within its Private Client Services team. This role is essential for fostering strong client relationships while effectively handling administrative responsibilities pertaining to investment management. You'll collaborate closely with investment professionals, ensuring compliance and operational excellence.

Key Responsibilities:

• Maintain Quote Watch and major indices accurately

• Conduct daily trade and cash reconciliations

• Prepare end-of-day trading reports and summaries

• Monitor compliance queries and resolutions

• Develop CRM systems to enhance client database

Requirements:

• 3 years as Admin/Sales Assistant in financial services

• CIRO Licensing (IR/RR) essential, options preferred

• Strong organizational and communication skills

• Understanding of regulatory frameworks

• Detail-oriented with administrative expertise

Utilize your administrative proficiency at Ventum Financial to provide unparalleled support within the investment sector.
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