Office Administrator, 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 accommodation throughout the interview process and beyond, please let us know.

Our Canadian operation, Canaccord Genuity Corp., is currently looking for a detail-oriented individual with exceptional multi-tasking and interpersonal skills to join their Wealth Management team in Winnipeg on a full time, basis.

Responsibilities:

• Respond effectively to all inquiries from clients, couriers and employees in a friendly and professional manner;
• Creating a welcoming environment by greeting guests, answering phone calls, directing visitors, and taking messages for employees.
• Directing visitors by maintaining employee and department directories and giving instructions.
• Maintaining safe and clean reception area by complying with procedures, rules, and regulations
• Keeping detailed and accurate records of visitor requests and of calls received
• Coordinating the booking and setting up of meeting rooms 
• Working with spreadsheets
• Creating file folders on shared drive
• Working with a team including Advisors and assisting
• Assisting the team in transferring documents
• Dealing with paperwork and documentation
• Dealing with various departments ie; transfers, and registered plans

Skills & Qualifications:

• Strong customer-oriented focus;
• Professional appearance and demeanor;
• Excellent communication and interpersonal skills;
• Able to professionally interact with, and manage relationships with employees at all levels;
• Excellent organizational and prioritization skills;
• Ability to problem solve and take initiative is essential;
• Collaborative, forward-thinking approach to process and role development and improvement;
• Intermediate knowledge of MS Office (Outlook, Excel, & Word).

#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.