Investment Advisor Assistant

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 prepared daily (Dataphile)
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