Administrative Assistant, Wealth Management

CGC 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 and detail-oriented administrative assistant to support the Investment Advisor and team. You will manage day-to-day tasks, prepare new account applications and KYC updates, and balance multiple priorities with accuracy and confidentiality.

The role requires strong communication skills, proficiency with Microsoft Office, and an interest in the securities industry. A proactive, client-focused approach is essential.

Qualifications

• 1-2 years of general administrative experience.
• Knowledge of the securities industry is an asset.
• Excellent verbal and written communication skills.
• Proficiency with Microsoft Office and standard office software.
• Discretion and confidentiality in handling client information.
• Strong organizational and prioritization skills.
• Ability to work well in a team and independently.
• Experience with CRM or database tools is a plus.
• Willingness to obtain Investment Representative licensing.

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

CIRO licensing

Administrative experience

Securities knowledge

Communication

Discretion & confidentiality

Attention to detail

Teamwork

Interpersonal skills

Microsoft Office

Tools

Dataphile

Salesforce

netx360

Job description

Salary Range: $45,000 - $50,000

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. 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 #INDHP

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.

Through its principal subsidiaries, Canaccord Genuity Group Inc. (“Company”) is a leading independent, full-services financial firm, with operations in two principal segments of the securities industry: wealth management and capital markets Since its establishment in 1950, the Company has been driven by an unwavering commitment to building lasting client relationships. We achieve this by generating value for our individual, institutional and corporate clients through comprehensive investment solutions, brokerage services and investment banking services. The Company has Wealth Management offices located in Canada, the UK, Guernsey, Jersey, the Isle of Man and Australia. Canaccord Genuity, the international capital markets division, operates in North America, UK & Europe, Asia, Australia and the Middle East.