Wealth Management 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

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.