POSITION OVERVIEW:Ventum 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 solid client relationships, and perform required administrative tasks related to marketing, client service and relationship management.Key Responsibilities:Actively build strong 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 and 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

📌 Investment Advisor Assistant (Toronto)
🏢 Ventum Financial
📍 Toronto