Join Ventum As Investment Advisor Assistant Port Alberni

Elevate your career as an Investment Advisor Assistant with Ventum Financial, where excellence in client service meets robust administrative support. Join a dedicated team aiming for superior performance. As an Investment Advisor Assistant for Ventum Financial Corp., you'll support experienced investment advisors within various office locations. This pivotal role emphasizes client relationship management, marketing support, and financial compliance. Your organizational and interpersonal skills will contribute to maintaining Ventum’s high standards in client service and support. Key Responsibilities: Facilitate communication with clients and advisors effectively Manage cash reconciliation and equity trades Prepare and monitor daily portfolio and trade reports Assist in generating marketing materials Address compliance and suitability concerns on Portfolio AID Requirements: At least 3 years of relevant financial services experience Mandatory CIRO Licensing (IR/RR) and options preferred Capacity to work under tight deadlines Exceptional attention to detail Proficient in Microsoft Office suite Bring your interpersonal and organizational skills to Ventum Financial to impact client relationships positively. Apply on Kit Job: kitjob.ca/job/2p97wc