Investment Advisor Assistant Role at Ventum
V
Ventum Financial
📍 edmonton, division no. 11, Canada
Job Description
Step into a pivotal role as an Investment Advisor Assistant at Ventum Financial Corp., where you'll enhance client relationships through effective support and meticulous administration. Bring your compliance knowledge to our dynamic team.
As part of the Private Client Services team, you will provide vital administrative support to investment advisors and portfolio managers. Your focus will be on fostering strong client relations while managing compliance tasks, trade execution, and assisting in marketing strategies. The role emphasizes exceptional organizational skills and the ability to work seamlessly under deadlines.
Key Responsibilities:
• Establish and maintain client relationships proactively
• Execute trades via Dataphile and coordinate with compliance
• Keep up-to-date with daily portfolio and market changes
• Address client inquiries and service needs efficiently
• Support the development of marketing materials for client...
As part of the Private Client Services team, you will provide vital administrative support to investment advisors and portfolio managers. Your focus will be on fostering strong client relations while managing compliance tasks, trade execution, and assisting in marketing strategies. The role emphasizes exceptional organizational skills and the ability to work seamlessly under deadlines.
Key Responsibilities:
• Establish and maintain client relationships proactively
• Execute trades via Dataphile and coordinate with compliance
• Keep up-to-date with daily portfolio and market changes
• Address client inquiries and service needs efficiently
• Support the development of marketing materials for client...