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Canaccord Genuity Group

Global, full-service investment banking firm

Administrative Assistant - 12-month contract

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeVancouver, BC, Canada$45k - $55k

About the Job

Requirements

  • Completion of CSC, CPH, and licensing with CIRO is preferred.
  • Two to three years of related experience and a well-rounded knowledge of the securities industry.
  • Excellent communication and interpersonal skills.
  • Excellent organizational skills and strong attention to detail.
  • Ability to meet deadlines, take initiative, and multitask.
  • Ability to work independently and effectively with employees and clients at all levels.
  • Intermediate to advanced computer skills, including working knowledge of Microsoft Office programs.

Responsibilities

  • Work directly with a team of Investment Advisors focused on client relationships and building a sustainable wealth management business.
  • Assist Investment Advisors with processing and confirming client transactions.
  • Deal directly with 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 account maintenance.
  • Assist with servicing existing clients.
  • Participate in developing the wealth business using various marketing initiatives.
  • Perform additional administrative duties as required.

Desired Qualifications

  • An interest in financial planning and/or insurance would be beneficial.
  • Experience with Dataphile, Salesforce, and netx360 would be an asset.

About the Company

Canaccord Genuity Group

Global, full-service investment banking firm

Canaccord Genuity Group is a global, full-service investment bank offering advisory, capital markets, and wealth-management services to corporate, institutional, and individual clients. It helps companies raise capital through underwriting and equity or debt financing, advises on mergers and acquisitions, and provides research and trading services through its global platform. It differentiates itself by delivering an integrated range of financial services across multiple regions, allowing clients to access global markets from one firm. Its goal is to help clients grow their businesses and manage wealth by navigating capital markets and financial strategies worldwide.

Company size
501-1,000
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1950

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