Ventum Financial Corp. is an independent, full-service investment dealer with offices across Canada. We are looking for an energetic individual with strong communication and “attention-to-detail” skills to join our New Accounts group, responsible for reviewing and processing account opening documentation. Previous experience in the brokerage industry preferred, but not essential.
As of June 24, 2024, PI Financial Corp. officially amalgamated with Echelon Wealth Partners Inc. to form Ventum Financial Corp.
For more information, please visit: https://ventumfinancial.com/
RESPONSIBILITES
- Process incoming documents, which entails reviewing account opening packages to ensure that proper documents are used and completed correctly as per regulatory, anti-money laundering, FATCA and tax requirements;
- Respond to incoming inquiries with prompt, courteous and accurate information, escalating all issues/inquiries to senior staff members when appropriate;
- Complete small projects on an ad hoc basis;
- Prepare document packages for the scanning process;
- Prepare client copies and welcome packages for mailing;
- Cross-train on related positions within the team.
KNOWLEDGE & EXPERIENCE
- Detail-oriented;
- Excellent organizational and time management skills;
- Superior customer service skills;
- Strong written and verbal communication skills;
- Proactive and able to work well in a team environment;
- Proficiency with MS Word, Excel and Outlook;
- Experience with Dataphile an asset.
This is an in-office role with the possibility of a hybrid work-from-home set up.
The salary for this role is $45,000 – $50,000.
All applications will be held in strict confidence. We wish to thank all candidates for their interest, but only those applicants selected for an interview will be contacted.
Job Type: Full-time
Pay: $45,000.00-$50,000.00 per year
Schedule:
Education:
- Bachelor’s Degree (preferred)
Experience:
- Dataphile: 1 year (preferred)
Language:
Work Location: In person
