Job Description

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 strong 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 solutions
  • Liaison with Back Office Operations/ Retail Equity Trading/ Compliance Enter Equity trades in Dataphile trading platform
  • Maintain Quote Watch list of current positions/ Major Indices
  • Morning Portfolio sheets prepa...

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