Securities Services Messenger

Job summary

The role is responsible for general mailroom duties, physical file management, and verifying settled transactions. Additionally, the position involves assisting walk-in clients and cross-training in various operational functions like stock receipts and estate processing.

Job details

Company Overview 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. For institutional clients Ventum provides expertise across a variety of sectors delivering a range of research, investment banking, advisory, and sales & trading services. For private clients, Ventum offers a comprehensive advisory and wealth management platform for its Investment Advisors and Portfolio Managers who provide customized advice to their clients and access to the full spectrum of securities products and services. Position Overview We are seeking a detail-oriented and motivated Securities Services Messenger to join our Operations team in Vancouver. Reporting to the Team Lead, this role is primarily responsible for processing general securities services tasks. The ideal candidate must work well in a team environment, be eager to learn, be highly organized, and committed to accuracy. At the core of our staffing philosophy is a commitment to collaboration, continuous learning, and flexibility. We encourage a “work floater” mindset, where the team members are cross-trained across multiple functions and empowered to support other teams during peak volumes or when additional help is needed. This approach fosters a dynamic and resilient work environment, promotes professional growth, and ensures we consistently deliver high-quality service across all areas of our operations. The ideal candidate will: Thrive in a team-orientated environment Be eager to learn and take on new challenges Demonstrate strong organizational skills and attention to detail Be open to cross-training and supporting other operational roles as needed Key Responsibilities General Mailroom duties Open-distribute incoming mail Post external mail Deliver outgoing courier packages Broad range of physical file management, internally and with external safety deposit boxes Verify settled transactions and reconcile outstanding items Crosstrain in additional functions such as stock receipts, CDS/DTCC deposits, estates, new issues, and US legend removals Assist walk-in clients and manage courier drop-offs/pickups at the Client Services counter. Required Skills and Qualifications 2 years relevant experience in the Canadian securities industry preferred but not required. Ability to prioritize and handle a variety of tasks concurrently to meet deadlines. Strong organizational skills with exceptional attention to detail. Excellent verbal and written communication skills, and. Experience with CDS, DTCC and Dataphile software an asset but not required. A positive, team-oriented attitude and a passion for helping others succeed. Qualified applicants are invited to submit a resume and covering letter. 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. 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.

What you’ll do

The role is responsible for general mailroom duties, physical file management, and verifying settled transactions. Additionally, the position involves assisting walk-in clients and cross-training in various operational functions like stock receipts and estate processing.

Requirements

Preferred candidates have 2 years of experience in the Canadian securities industry and familiarity with CDS, DTCC, and Dataphile software. Strong organizational skills, attention to detail, and a team-oriented attitude are essential.

Listed skills

• Time management · Preferred
• Attention to detail · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Mailroom Management
• Physical File Management
• Transaction Verification
• Reconciliation
• CDS
• DTCC
• Dataphile
• Communication Skills
• Organizational Skills
• Attention To Detail
• Client Services
• Time Management

Job areas

• Finance & Accounting
• Administrative
• Customer Service & Support
• Logistics