Play a pivotal role in client relations by assisting Investment Advisors. Handle administrative tasks, compliance, and trading support with precision and professionalism. This position will support the Private Client Services team in fostering client loyalty and ensuring operational compliance. You will be responsible for preparing daily market reports and managing compliance-related inquiries while interacting with various stakeholders within the organization. Key Responsibilities:
Build robust connections across all organizational levels
Administer daily trading and compliance inquiries
Prepare comprehensive morning portfolio sheets
Assist in developing marketing materials
Manage CRM data and client information

Requirements:
3+ years in a sales administration role in the investment sector
CIRO Licensed (IR or RR) required, Options preferred
Exceptional planning and organizational skills necessary
Excellent oral and written communication abilities
Must handle confidential information with discretion

Ensure smooth operations and deliver exceptional client service through effective administrative strategies and relationship management.

📌 Administrative Assistant For Investment Advisors Toronto
🏢 Ventum Financial
📍 Toronto