Ventum Financial
Administrative Assistant for Investments
Job Description
Join as an Administrative Assistant to Investment Advisors. Provide crucial support in client interactions, compliance, and administrative operations within a leading investment firm.
In this essential role, you'll assist a dynamic team of Investment Advisors by managing day-to-day administrative tasks effectively. Your ability to handle trade reconciliations, client inquiries, and various compliance documents will be key to maintaining operational excellence. Enhancing the client experience while ensuring accuracy and adherence to compliance will be your primary focus.
Key Responsibilities:
• Assist in building client relationships within the investment sector
• Perform trade execution and cash reconciliations
• Prepare and monitor daily trading reports
• Ensure compliance with established procedures
• Gather data to maintain an effective CRM
Requirements:
• Minimum 3 years in a sales admin capacity in finance<...
In this essential role, you'll assist a dynamic team of Investment Advisors by managing day-to-day administrative tasks effectively. Your ability to handle trade reconciliations, client inquiries, and various compliance documents will be key to maintaining operational excellence. Enhancing the client experience while ensuring accuracy and adherence to compliance will be your primary focus.
Key Responsibilities:
• Assist in building client relationships within the investment sector
• Perform trade execution and cash reconciliations
• Prepare and monitor daily trading reports
• Ensure compliance with established procedures
• Gather data to maintain an effective CRM
Requirements:
• Minimum 3 years in a sales admin capacity in finance<...