At a Glance
- Tasks: Support Investment Advisors with client transactions and account administration.
- Company: Join Canaccord Genuity, a leading wealth management firm in Vancouver.
- Benefits: Gain valuable experience in a dynamic environment with potential for growth.
- Other info: Opportunity to enhance your skills in a supportive and collaborative setting.
- Why this job: Be part of a growing advisory team and make a difference in clients' financial journeys.
- Qualifications: 2-3 years of experience in the securities industry and strong communication skills.
The predicted salary is between 49500 - 60500 $ per year.
Support Investment Advisors in Vancouver with client transactions, trading orders, and organized account administration at Canaccord Genuity.
This 12-month contract supports a growing advisory team within Canaccord Genuity Corp.
You will work directly with Investment Advisors and clients.
The position centers on wealth management administration, transaction processing, reporting, documentation, and client service.
Key Responsibilities
- Process and confirm client transactions
- Provide quotes and execute trading orders
- Maintain account lists and compile reports
- Process and follow up on client documentation
- Support wealth business marketing initiatives
Requirements
- Two to three years of related experience
- Well rounded knowledge of the securities industry
- Completion of CSC and CPH preferred
- Excellent communication and interpersonal skills
- Intermediate to advanced Microsoft Office skills
Bring organization, securities knowledge, and client service skills to Canaccord Genuity's Vancouver wealth management advisory team.
Wealth Management Administrative Assistant in Vancouver employer: Canaccord Genuity Corp.
Canaccord Genuity is an exceptional employer that fosters a collaborative and innovative work culture in the heart of Vancouver. With a strong focus on employee growth, we offer comprehensive training and development opportunities, ensuring our team members thrive in their careers while contributing to sustainable wealth management solutions. Join us to be part of a dynamic team that values client relationships and empowers you to make a meaningful impact.
