Administrative Assistant

Canaccord Genuity Group Inc.; Vancouver; On-site; CAD 45,000 - 55,000; Full time

Job summary

Canaccord Genuity Group Inc. in Vancouver is seeking an organized individual for a role in their Wealth Management team. Responsibilities include assisting Investment Advisors with client relationships, processing transactions, maintaining documentation, and developing the wealth business.

The ideal candidate will have completed relevant certifications, possess excellent organizational and communication skills, and have knowledge of the securities industry. Experience with MS Office and other software tools is preferred.

Qualifications

• Strong knowledge of the securities industry.
• Ability to work independently.
• Interest in Financial Planning and/or Insurance is beneficial.

Responsibilities

• Support Investment Advisors for client relationships.
• Process and confirm client transactions.
• Provide quotes and execute trading orders.
• Maintain account lists and compile reports.
• Follow-up on client documentation.
• Assist with servicing existing clients.
• Develop the wealth business using marketing initiatives.
• Perform additional administrative duties as required.

Skills

Excellent communication and interpersonal skills

Organizational skills

Attention to detail

Education

Completion of CSC, CPH, and licensed with CIRO

2-3 years of related experience

Tools

MS Office programs

Dataphile

Salesforce

netx360

Job description

Who We Are

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.

Salary Range

$45,000 - $55,000

Job Overview

Our Canadian operation, Canaccord Genuity Corp., is currently looking for an energetic, detailed and organized individual to join our Wealth Management team in Vancouver. The successful candidate’s role will support a Wealth Management team in establishing and maintaining strong client relationships.

Responsibilities

• Work directly with a team of Investment Advisors focusing on client relationships and building a sustainable wealth management business.
• Assist Investment Advisors with processing and confirming client transactions.
• Deal directly with all clients, provide quotes and execute trading orders.
• 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.
• Involve in developing the wealth business using various marketing initiatives.
• Perform additional administrative duties as required.

Skills & Qualifications

• Completion of CSC, CPH, and licensed with CIRO preferred.
• 2-3 years of related experience, with a well-rounded knowledge of the securities industry.
• Excellent communication and interpersonal skills.
• 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.
• Intermediate to advanced computer skills: good working knowledge of MS Office programs.
• Interest in Financial Planning and/or Insurance would be beneficial.
• Experience with Dataphile, Salesforce and netx360 would be an asset.

EEO Statement

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.