Administrative Assistant, Wealth Management

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 finding innovative, bespoke 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.

Come be a part of our Canadian success story and help deliver superior experiences for our clients. At CG, we recognize 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.

One of our top producing advisory teams is looking for a proactive, organized, and enthusiastic Administrative Assistant. 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. If you are looking for a fast-paced environment that is driven by results, this might be of interest to you.

Responsibilities:

• Provide day-to-day administrative support to the Investment Advisor and team;
• Oversee team task management, ensuring tasks are assigned, prioritized, and completed efficiently to meet deadlines and organizational goals;
• Process expense reports and invoices in a timely and accurate manner;
• Assist in the preparation of business correspondence, presentations, meeting materials, completing monthly and quarterly reports across multiple platforms in a timely manner;
• Manage multiple administrative functions related to the firm’s managed account platform;
• Manage and maintain account systems, ensuring proper organization, timely updates, and regular follow-ups to ensure smooth operations and resolution of outstanding tasks;
• Assist with maintaining and managing various databases, files, records and other documents;
• Assist in servicing both existing and new clients, ensuring their needs are met, providing timely support, and maintaining positive client relationships;
• Be accessible and prompt throughout the day;
• Perform general ad-hoc administrative duties.

 
Skills & Qualifications:

• A minimum of 1 years of experience as an Administrative Assistant, in a fast-paced professional environment;
• Excellent verbal and written communication skills complemented by exceptional interpersonal skills;
• Effective follow-up skills, ensuring tasks are completed on time and issues are resolved promptly;
• Commitment to delivering high-quality customer service, ensuring client satisfaction and fostering strong relationships;
• Demonstrated ability to anticipate needs and take initiative;
• Ability to demonstrate a high level of discretion and confidentiality;
• Self-starter with strong organizational, problem-solving, and attention to detail skills;
• Excellent prioritization skills with an ability to meet deadlines and remain calm under pressure;
• Teamwork skills complemented by the ability to work well independently;
• Demonstrated ownership and accountability;
• Willingness to complete CSC, CPH and licensed with CIRO;
• Advanced proficiency in MS Suite (MS Teams, Word, Excel, Outlook and PowerPoint);
• Working knowledge of Dataphile is considered an asset.

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.

#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.

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.