Administrative Assistant, Wealth Management

Overview

Administrative Assistant, Wealth Management. Join to apply for the Administrative Assistant, Wealth Management role at Canaccord Genuity Group Inc.

• Working directly with a team where the focus is on client relationships and building a sustainable wealth management business.
• Assist Investment Advisor with processing and confirming client transactions.
• Maintain account lists and compile statistical information and reports.
• Process and follow-up on client documentation for proper maintenance of accounts.
• Assist with servicing existing clients.
• Involvement in developing the wealth business using various marketing initiatives.
• Perform additional administrative duties as required.

• Completion of CSC, CPH and licensed with CIRO preferred.
• 2+ years of client service related experience, with a well-rounded knowledge of the securities industry.
• An interest in Financial Planning would be beneficial.
• Knowledge of Dataphile and Salesforce is an asset.
• 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.

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.

Seniority level: Entry level

Employment type: Full-time

Job function: Finance and Sales