Found Description
Elevate your career at Ventum Financial Corp as an Investment Advisor Assistant. This role, integral to our Private Client Services team, focuses on fostering client relationships and executing administrative tasks with excellence.
In this position, the Investment Advisor Assistant supports a team of Investment Advisors and Portfolio Managers across various office locations. With over 75,000 clients globally, you’ll engage in marketing, client service, and relationship management while performing vital administrative duties. Excellent client service is paramount, along with trade execution experience and compliance understanding.
Key Responsibilities:
• Build strong relationships across all organizational levels
• Liaise with Back Office Operations and Compliance
• Manage Quote Watch list and Morning Portfolio sheets
• Conduct daily trade reconciliations and cash reconciliation
• Address compliance issues on Portfolio AID
In this position, the Investment Advisor Assistant supports a team of Investment Advisors and Portfolio Managers across various office locations. With over 75,000 clients globally, you’ll engage in marketing, client service, and relationship management while performing vital administrative duties. Excellent client service is paramount, along with trade execution experience and compliance understanding.
Key Responsibilities:
• Build strong relationships across all organizational levels
• Liaise with Back Office Operations and Compliance
• Manage Quote Watch list and Morning Portfolio sheets
• Conduct daily trade reconciliations and cash reconciliation
• Address compliance issues on Portfolio AID
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