Administrative Assistant, Wealth Management

Canaccord Genuity Corp.; Calgary; On-site; CAD 45,000 - 50,000; Full time

Job summary

Canaccord Genuity Corp. in Calgary is seeking an energetic, organized administrative professional to support the Investment Advisor and team.

You will manage multiple priorities, prepare new account applications and KYC updates, and maintain databases with confidentiality. Ideal candidates have 1-2 years of admin experience, strong written and verbal communication, and proficiency with Microsoft Office; familiarity with Dataphile, Salesforce or netx360 is a plus.

Qualifications

• 1–2 years of general administrative experience.
• Excellent verbal and written communication skills.
• Ability to maintain discretion and confidentiality.

Responsibilities

• Provide day-to-day administrative support to the Investment Advisor and team.
• Prepare new account applications and KYC updates as required.
• Manage multiple priorities with a high level of task organization.
• Assist with maintaining databases, records and documents.
• Assist with servicing clients and processing transactions as needed.

Skills

Administrative experience

Strong communication

Discretion and confidentiality

Organization and prioritization

Microsoft Office proficiency

Teamwork and independence

Tools

Dataphile

Salesforce

NetX360

Job description

Salary Range: $45,000 - $50,000Who 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.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 accommodations throughout the interview process and beyond, please let us know.Our Canadian operation, Canaccord Genuity Corp., is currently looking for an energetic, organized and detail-oriented individual with exceptional multi-tasking and interpersonal skills to join a growing advisory team in our Calgary office.Responsibilities:Provide day-to-day administrative support to the Investment Advisor and team as needed;Prepare new account applications and KYC updates as required;Managing multiple priorities with a high-level of task management;Assist with maintaining various databases, records and other documents;Servicing clients with professionalism, efficiency and upholding confidentiality;Assist with processing and confirming client transactions;Assist with servicing existing clients;Assist with special projects as required;Skills & Qualifications:Willingness to obtain Investment Representative licensing with CIRO considered an asset but not required;1-2 years of general administrative experience;Previous knowledge in or interest of securities industries considered an asset;Excellent verbal and written communication skills complemented by exceptional interpersonal skills;Experience with Dataphile, Salesforce, or netx360 an asset;Be resourceful in finding answers to solutions;Ability to demonstrate a high level of discretion and confidentiality;Exceptional attention to detail and accuracy, with strong organizational and prioritization skills;Excellent teamwork skills complemented by the ability to work well independently;Intermediate computer skills, proficiency in Microsoft Office programs;#LI-SK1 #LI-Onsite #INDHPAll 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.