Administrative Assistant (12-month contract)

Posted Yesterday
Be an Early Applicant
Vancouver, BC, CAN
In-Office
45K-55K Annually
Mid level
Financial Services
The Role
Provides administrative and client-service support to Investment Advisors in a wealth management team. Responsibilities include processing and confirming transactions, executing trading orders, maintaining account records, compiling reports, managing client documentation, servicing clients, and supporting marketing initiatives. The role requires securities-industry knowledge, strong organization and communication skills, attention to detail, multitasking ability, and proficiency with Microsoft Office. Experience with Dataphile, Salesforce, and netx360 is beneficial.
Summary Generated by Built In

Salary Range: $45,000 - $55,000

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 providing innovative, bespoke solutions. Our entrepreneurial and friendly team will challenge you to learn and grow every day. We value excellence and collaboration. We’re looking for talented people who thrive in a dynamic environment and want to have an impact with innovative ideas and best practices.

At CG, we believe 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 for a 12-month contract in our Vancouver office.  


Responsibilities:

  • Working directly with a team of Investment Advisors where the focus is on client relationships and building a sustainable wealth management business;
  • Assist Investment Advisors with processing and confirming client transactions;
  • Deal directly with all 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 maintenance of accounts;
  • Assist with servicing existing clients;
  • Involvement in developing the wealth business using various marketing initiatives;
  • Perform additional administrative duties as required.

 

 

Skills & Qualifications:

  • Completion of CSC, CPH and licensed with CIRO preferred;
  • 2-3 years of related experience, with a well-rounded knowledge of the securities industry;
  • Excellent communication and interpersonal skills;
  • Excellent organizational skills, with a strong attention to detail;
  • Demonstrated ability to meet deadlines, take initiatives and multi-task;
  • Ability to work independently, and effectively with employees and clients at all levels;
  • Intermediate to advanced computer skills: good working knowledge of MS Office programs;
  • An interest in Financial Planning and/or Insurance would be beneficial;
  • Experience with Dataphile, Salesforce and netx360 would be an asset.

#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.

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.

Skills Required

  • Completion of the Canadian Securities Course (CSC)
  • Completion of the Conduct and Practices Handbook Course (CPH)
  • Licensed with the Canadian Investment Regulatory Organization (CIRO)
  • 2-3 years of related experience
  • 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 and working knowledge of Microsoft Office programs
  • Interest in financial planning and/or insurance
  • Experience with Dataphile, Salesforce, and netx360
  • Proof of Canadian citizenship, permanent residence, or eligibility to work in Canada without restrictions
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Vancouver
757 Employees
Year Founded: 1950

What We Do

Canaccord Genuity is the global capital markets division of Canaccord Genuity Group Inc., offering institutional and corporate clients idea-driven investment banking, merger and acquisition, research, sales and trading services from offices in North America, UK & Europe, Asia, Australia and the Middle East. Our diverse team of capital markets and advisory professionals has deep industry and transactional expertise in key growth sectors of the global economy. We are committed to providing valued services to our clients throughout the entire lifecycle of their business and operating as a gold standard independent investment bank – expansive in resources and reach, but targeted in industry expertise, market focus and individual client attention.

Similar Jobs

Square Logo Square

Implementation Specialist

eCommerce • Fintech • Hardware • Payments • Software • Financial Services
Remote or Hybrid
8 Locations
12000 Employees
32K-63K Hourly

Xero Logo Xero

Senior Forward Deployed Engineer

Cloud • Fintech • Information Technology • Machine Learning • Software
Hybrid
Seymour Heights, North Vancouver, BC, CAN
4500 Employees
180K-210K Annually

Xero Logo Xero

Engineer - Reporting, Insights and Data-in

Cloud • Fintech • Information Technology • Machine Learning • Software
Hybrid
Seymour Heights, North Vancouver, BC, CAN
4500 Employees
132K-150K Annually

Samsara Logo Samsara

Account Development Representative

Artificial Intelligence • Cloud • Computer Vision • Hardware • Internet of Things • Software
Easy Apply
Remote or Hybrid
2 Locations
4000 Employees
82K-105K Annually

Similar Companies Hiring

Granted Thumbnail
Artificial Intelligence • Healthtech • Insurance • Mobile • Financial Services
New York, New York
23 Employees
Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account