Finance Administrative Assistant — Client-Centric Support

Canaccord Genuity Group Inc.; Edmonton; On-site; CAD 40,000 - 55,000; Full time

Job summary

A leading financial services firm is seeking a motivated Administrative Assistant to join their Edmonton-based team. You will provide day-to-day administrative support, exceptional customer service, and manage client inquiries. Ideal candidates have solid organizational skills, communication abilities, and a willingness to complete the CSC and CPH certifications. This dynamic role emphasizes teamwork and proactive problem-solving in a fast-paced environment.

Qualifications

• Willingness to complete CSC and CPH required.
• 1-2 years of general administrative experience.
• Previous knowledge in or interest of securities industries considered an asset.

Responsibilities

• Provide day-to-day administrative support to the Investment Advisor and team.
• Provide exceptional customer service to clients.
• Prepare new account applications and KYC updates as required.
• Assist with maintaining various databases and records.

Skills

Excellent verbal and written communication skills

Detail oriented with strong organizational skills

Ability to demonstrate a high level of discretion and confidentiality

Excellent teamwork skills complemented by the ability to work well independently

Education

Completion of CSC and CPH

1-2 years of general administrative experience

Tools

Dataphile

Salesforce

netx360

Microsoft Office

Job description

A leading financial services firm is seeking a motivated Administrative Assistant to join their Edmonton-based team. You will provide day-to-day administrative support, exceptional customer service, and manage client inquiries. Ideal candidates have solid organizational skills, communication abilities, and a willingness to complete the CSC and CPH certifications. This dynamic role emphasizes teamwork and proactive problem-solving in a fast-paced environment.