Administrative Assistant, Wealth Management (Part-Time)

Canaccord Genuity Group Inc. • Kelowna, BC

10d • 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 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. We are seeking an energetic, detail-oriented, and highly organized individual to join one of our advisory teams. The successful candidate will bring strong multitasking and interpersonal skills to effectively support the team based in Kelowna. This is a part-time role offering flexible working hours.

Requirements

• 1-2 years of client service-related experience, with a well-rounded knowledge of the securities industry.
• Excellent communication and interpersonal skills.
• Intermediate computer skills: good working knowledge of MS Office programs.
• Excellent organizational skills, with a strong attention to detail.
• Demonstrated ability to meet deadlines, take initiatives and multi-task.
• Ability to work independently, and effectively with employees and clients at all levels.

Nice To Haves

• Knowledge of Dataphile and DocuSign is an asset.
• Completion of CSC, CPH and licensed with CIRO preferred.

Responsibilities

• Collaborate with team members to maintain accurate, consistent, and up-to-date client records and documentation.
• Support a team focused on building strong client relationships and a sustainable wealth management business.
• Process and follow up on documentation for new account openings and ongoing maintenance of existing accounts.
• Update and maintain KYC client information in accordance with regulatory and firm requirements.
• Request, track, and obtain client signatures through DocuSign to support account and transaction processing.
• Assist with processing and overseeing client transactions, including wires and transfers.
• Maintain account lists and prepare statistical reports to support business operations and decision-making.
• Provide administrative and servicing support to existing clients as needed.
• Perform additional administrative tasks to support team and business needs.

Benefits

• 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.

What This Job Offers

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