POSITION OVERVIEWVentum Financial Corp. is currently looking for Investment Advisor Assistants to join our Private Client Services team in various office locations. This role will support a team of Investment Advisors/Portfolio Managers in establishing and maintaining strong client relationships, and perform required administrative tasks related to marketing, client service and relationship management.Key ResponsibilitiesActively build solid working relationships across all levels within and outside the branch by maintaining a working knowledge of the business environment, keeping the investment advisor informed, responding to business needs, and providing practical solutionsLiaison with Back Office Operations/ Retail Equity Trading/ Compliance Enter Equity trades in Dataphile trading platformMaintain Quote Watch list of current positions/ Major IndicesMorning Portfolio sheets prepared daily (Dataphile)Prepare day’s end holdings report for all positions tradedTrade updatesRe-Org (monitor Re-org notices pertaining to positions held)Review, administer and follow-up on all Compliance related queriesReview, administer and follow-up on credits and debitsProvide excellent client service to all inquiries, including quotes and client