Accounts Administrator - Victoria
2 days ago
Job description
This is a 1 year contract role.
Ventum Financial is one of Canada's largest independent investment dealers with approximately 400 employees nationwide and approximately $10 billion in assets under administration. Known for its entrepreneurial spirit and client-first approach, Ventum Financial provides expertise across multiple sectors.
We are currently seeking a detail-oriented and motivated Accounts Administrator to join our Vancouver team on a one-year contract. Reporting to the Team Lead, this role plays a critical part in the account opening and maintenance process. The successful candidate will work collaboratively within a team environment to accurately input and manage account coding in the Dataphile system. While data entry is a core component of the role, this position goes beyond simple data input—requiring a strong understanding of workflows, attention to process, and accountability for ensuring each step is completed accurately.
This role is well suited to someone with strong computer skills, a high level of accuracy, and the ability to learn quickly in a fast-paced environment. Previous experience in the brokerage industry, particularly with Dataphile or in an account opening function, is strongly preferred.
Our Team Philosophy
At Ventum, collaboration, continuous learning, and flexibility are at the core of how we work. We promote a "work floater" mindset, where team members are cross trained across multiple functions and empowered to support other teams during peak periods or when additional coverage is needed. This approach supports professional growth, builds operational resilience, and helps us consistently deliver high-quality service.
Key Responsibilities
- Accurately input client account information from requests into the Dataphile system
- Update and maintain client account data as required
- Provide administrative support to Investment Advisors
- Respond to email requests in a timely and professional manner
- Follow established processes to ensure all required steps are completed correctly
- Participate in ongoing training and continuous development to expand skills and knowledge
Knowledge, Skills & Experience
- Strong attention to detail with a high level of accuracy
- Excellent organizational and time-management skills
- Ability to multitask effectively in a fast-paced environment
- Strong verbal and written communication skills
- Proficient computer skills and ability to quickly learn new systems
- Willingness to take on new tasks and responsibilities as assigned
- Experience in the brokerage industry or with Dataphile software is strongly preferred, ideally in an account opening or similar role
Additional Information
- This is primarily an in-office role with the possibility of a hybrid work-from-home arrangement
All applications will be held in strict confidence. We thank all applicants for their interest; however, only those selected for an interview will be contacted.
Ventum is committed to fostering an inclusive, accessible environment where all employees and customers feel valued, respected and supported. If you are invited to interview and require accommodation (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.
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