Administrative Assistant, Wealth Management

Canaccord Genuity Group Inc. • Vancouver, BC

18h • Onsite

About The Position

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 providing innovative, bespoke solutions. Our entrepreneurial and friendly team will challenge you to learn and grow every day. We value excellence and collaboration. We’re looking for talented people who thrive in a dynamic 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 believe 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 Vancouver office.

Requirements

• Completion of or willingness to complete CIRE and become IR licensed with CIRO required
• Excellent verbal and written communication skills complemented by exceptional interpersonal skills
• Ability to demonstrate a high level of discretion and confidentiality
• Detail oriented with strong organizational skills
• Excellent prioritization skills with the ability to excel under pressure
• Excellent teamwork skills complemented by the ability to work well independently
• Proficiency in Microsoft Word, Excel, Outlook and PowerPoint

Nice To Haves

• Experience in an administrative, operational or sales support role would be helpful but not necessary
• Knowledge of Dataphile would be helpful

Responsibilities

• Provide variety of administrative and support tasks including managing client files, processing transactions, scheduling appointments, and coordinating client meetings
• Assist with the preparation of client presentations and reports, including gathering and organizing relevant information and materials
• Maintain accurate and up-to-date client records, including financial and personal information
• Ensure compliance with company policies and regulations, including those related to client privacy and confidentiality
• Provide exceptional customer service to clients, including responding to inquiries and requests in a timely and professional manner

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed