Office Administrator, Wealth Management
About The Position
Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the 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 accommodation throughout the interview process and beyond, please let us know. Our Canadian operation, Canaccord Genuity Corp., is currently looking for a detail-oriented individual with exceptional multi-tasking and interpersonal skills to join their Wealth Management team in Winnipeg on a full time, basis.
Requirements
- Strong customer-oriented focus
- Professional appearance and demeanor
- Excellent communication and interpersonal skills
- Able to professionally interact with, and manage relationships with employees at all levels
- Excellent organizational and prioritization skills
- Ability to problem solve and take initiative is essential
- Collaborative, forward-thinking approach to process and role development and improvement
- Intermediate knowledge of MS Office (Outlook, Excel, & Word)
Responsibilities
- Working with spreadsheets
- Data entry
- Creating file folders on shared drive
- Working with a team including Advisors and assisting
- Assisting the team in transferring documents
- Dealing with paperwork and documentation
- Minimum client contact alongside team members at direction of team
- Dealing with various departments ie; transfers, and registered plans
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
