Administrative Assistant, Managed Account Platform

Salary Range: $53,000 – $63,000

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 building lasting client relationships – we achieve this by generating value for our individual, institutional, and corporate clients through comprehensive investment solutions, brokerage, and investment banking services.  We are the 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, tailored 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.
We are currently looking for a proactive, organized, and enthusiastic Administrative Assistant to join our team. This role will be responsible for varied levels of support to members of our management team. The successful candidate will demonstrate excellent attention to detail organizational, communication and computer skills, along with the ability to prioritize and manage a complex workload. The hours of this role are 8:30am – 4:30pm EST or 6am – 2pm PST.
Responsibilities:

• Manage multiple administrative functions related to the firm’s managed account platform.
• Perform daily reconciliation on client accounts and trading activity.
• Generate monthly and quarterly reports to assist with monitoring several programs offered by CG.
• Manage data-gathering for ongoing due diligence of the firm’s product shelf.
• Maintain the department’s internal intranet site/pages.
• Assist in the preparation of business correspondence, presentations, meeting materials, completing monthly and quarterly reports in a timely manner.
• Handle calendar and email management with accuracy.
• Coordinate travel arrangements and process related expenses.
• Process expense reports and invoices in a timely and accurate manner.
• Organize internal or external team events, lunches, and dinners paying attention to detail.
• Develop and maintain productive relationships with various levels of management and colleagues.
• Be accessible and prompt throughout the day.
• Perform general ad hoc administrative duties.

Skills & Qualifications:

• A minimum of 2 years of experience as an Administrative Assistant, in a fast-paced professional environment, with experience in handling a wide variety of administrative and project-related tasks.
• Interested in or currently pursuing CFA program is an asset.
• Self-starter with strong organizational, problem-solving skills and attention to detail.
• Excellent prioritization skills with the ability to remain calm under pressure.
• Teamwork skills complemented by the ability to work well independently.
• Demonstrated ownership and accountability.
• Excellent verbal and written communication skills complemented by exceptional interpersonal skills.
• Ability to demonstrate a high level of discretion and confidentiality.
• Advanced proficiency in MS Suite (MS Teams, Word, Excel, Outlook and PowerPoint).

#LI-VP1 #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.