Become an integral part of the Private Client Services team at Ventum Financial Corp. as an Investment Advisor Assistant. Support investment advisors and enhance client relations through effective administration and communication.
This role requires solid organizational skills and a commitment to client service. You will assist a dynamic team managing client relationships and providing administrative support, essential for maintaining operational excellence. With a focus on compliance, trade execution, and marketing materials, this role offers growth in the investment industry.
Key Responsibilities:
• Build strong relationships within client service teams
• Enter equity trades in the Dataphile platform




• Maintain cash and trade reconciliation reports
• Support compliance-related queries and issues
• Implement and manage CRM database
Requirements:
• Minimum 3 years in regulated financial services
• CIRO licensed with robust options knowledge
• Exceptional organizational and time management skills
• Advanced proficiency in Microsoft Office
• Robust oral and written communication skills
Help deliver excellent client service while managing critical financial operations and compliance.
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📌 Investment Advisor Assistant At Ventum Prince George
🏢 Ventum Financial
📍 Prince George