Administrative Assistant, Wealth Management

Job summary

Provide daily administrative support to the Investment Advisor and team, including preparing new account applications and KYC updates. Assist with maintaining databases, processing client transactions, and managing various administrative projects.

Job details

Salary Range: $45,000 - $50,000 Who we are: Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships – we achieve this by generating value for our individual, institutional, and corporate clients through comprehensive wealth management solutions and investment banking services. We are a leading independent wealth management firm in Canada, and the leading mid-market provider of investment banking advisory, equity research, sales and trading services for corporations and institutions. We pride ourselves on understanding our clients’ needs and finding innovative, bespoke solutions. Our entrepreneurial and friendly team will challenge you to learn and grow every day. We value great work and collaboration and strive to eliminate bureaucratic thinking. We’re looking for talented people who thrive in a fast-paced environment and want to have an impact with innovative ideas and best practices. Come be a part of our Canadian success story and help deliver superior experiences for our clients. At CG, we recognize that diversity across our business strengthens our client relationships and enables more innovative solutions. We strongly encourage applications from all qualified individuals regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. CG provides an accessible candidate experience. If you need any accommodations throughout the interview process and beyond, please let us know. Our Canadian operation, Canaccord Genuity Corp., is currently looking for an energetic, organized and detail-oriented individual with exceptional multi-tasking and interpersonal skills to join a growing advisory team in our Calgary office. Responsibilities: Provide day-to-day administrative support to the Investment Advisor and team as needed; Prepare new account applications and KYC updates as required; Managing multiple priorities with a high-level of task management; Assist with maintaining various databases, records and other documents; Servicing clients with professionalism, efficiency and upholding confidentiality; Assist with processing and confirming client transactions; Assist with servicing existing clients; Assist with special projects as required; Skills & Qualifications: Willingness to obtain Investment Representative licensing with CIRO considered an asset but not required; 1-2 years of general administrative experience; Previous knowledge in or interest of securities industries considered an asset; Excellent verbal and written communication skills complemented by exceptional interpersonal skills; Experience with Dataphile, Salesforce, or netx360 an asset; Be resourceful in finding answers to solutions; Ability to demonstrate a high level of discretion and confidentiality; Exceptional attention to detail and accuracy, with strong organizational and prioritization skills; Excellent teamwork skills complemented by the ability to work well independently; Intermediate computer skills, proficiency in Microsoft Office programs; #LI-SK1 #LI-Onsite #INDHP All applications will be held in strict confidence. In order to be considered for employment, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions. Protecting your online safety: Canaccord Genuity and its affiliates do not use text messages for recruitment purposes. If you have received a text message claiming to be from CG or an authorized representative regarding job recruitment, please treat as fraudulent and do not respond. We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. No phone calls please. Thank you for your understanding.

What you’ll do

Provide daily administrative support to the Investment Advisor and team, including preparing new account applications and KYC updates. Assist with maintaining databases, processing client transactions, and managing various administrative projects.

Requirements

Requires 1-2 years of general administrative experience and strong organizational skills. Proficiency in Microsoft Office is necessary, while knowledge of the securities industry and specific software like Dataphile or Salesforce is considered an asset.

Listed skills

• Administrative Support · Preferred
• Customer service · Preferred
• Communication Skills · Preferred
• interpersonal skills · Preferred
• Attention to detail · Preferred
• Prioritization · Preferred
• Teamwork · Preferred
• Microsoft Office · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Administrative support
• Task management
• Database maintenance
• Client service
• Transaction processing
• Communication skills
• Interpersonal skills
• Resourcefulness
• Discretion
• Confidentiality
• Attention to detail
• Organizational skills
• Prioritization
• Teamwork
• Microsoft Office
• Administrative Support
• Energetic
• Know Your Customer
• Professionalism
• Administrative Functions
• Investments
• Capital Markets
• Communication
• Computer Literacy
• Securities Research
• Sales
• Financial Services
• Innovation
• Interpersonal Communications
• Investment Banking
• Multitasking
• Operations
• Wealth Management
• Salesforce
• Task Management
• Securities (Finance)
• Detail Oriented

Job areas

• Administrative
• Finance & Accounting
• Wealth Management Assistant
• Office / Administrative Assistant (General)
• Administrative and Executive Secretaries
• Secretaries and Administrative Assistants, Except Legal, Medical, and Executive

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