Wealth Associate

Canaccord Genuity Group Inc.•Calgary, AB

2d•Onsite

About The Position

The Cartograph Group is looking for an experienced Administrative Assistant that is passionate in supporting clients and a team of advisors and associates. The Cartograph Group is focused on exceptional client servicing for high net worth clients.

Requirements

CIRO Licensed as an Investment Representative required and Registered Representative preferred;
5 years of industry experience at a minimum;
Excellent communication and interpersonal skills;
Excellent organizational and time-management skills with a strong attention to detail;
Demonstrated ability to meet deadlines, take initiatives and manage competing priorities;
Ability to work collaboratively and effectively with team members and clients at all levels;
Intermediate to advanced computer skills: good working knowledge of MS Office programs;

Nice To Haves

Experience with Dataphile, Envestnet, Salesforce and netx360 would be an asset;

Responsibilities

Working directly with a team of Investment Advisors where the focus is on client relationships and building a sustainable wealth management business;
Assist Investment Advisors with processing, confirming and management of client transactions including: transfers, contributions, withdrawals, and account updates;
Maintain account lists and compile statistical information and reports;
Prepare, process and follow-up on client documentation for proper maintenance of accounts;
Coordinate with custodians and head office;
Assist with meeting preparation and follow-up;
Assist with servicing existing clients;
Perform additional administrative duties as required;
Assist with additional team projects as required;
Support new client onboarding workflows;
Execute a high degree of client follow-ups;