Support wealth management clients and Investment Advisors as an Administrative Assistant with Canaccord Genuity in Vancouver. Use organization and securities knowledge daily.
Canaccord Genuity Corp. seeks an energetic, detail-oriented professional for a 12-month contract supporting a growing advisory team. The position involves client relationships, transaction processing, trading orders, documentation, and account reporting. Candidates should bring related securities industry experience, communication skills, and strong multitasking ability.
Key Responsibilities:
- Support Investment Advisors serving wealth management clients
- Process and confirm client transactions accurately
- Provide quotes and execute client trading orders
- Maintain account lists and compile statistical reports
- Follow up on client documentation and account maintenance
Requirements:
- Two to three years of related experience
- Well-rounded knowledge of the securities industry
- Excellent communication, interpersonal, and organizational skills
- Strong attention to detail and deadline management
- Intermediate to advanced Microsoft Office skills
Bring client service, transaction processing, and securities administration expertise to Canaccord Genuity's Vancouver advisory team.
Wealth Management Administrative Assistant in Vancouver employer: CGC Canaccord Genuity Corp.
Canaccord Genuity is an exceptional employer that fosters a collaborative and entrepreneurial work culture, encouraging employees to learn and grow in a fast-paced environment. With a strong commitment to diversity and inclusion, the firm offers meaningful career development opportunities and values innovative ideas that drive success. Located in Canada, the AML Analyst role provides a unique chance to contribute to a leading independent financial services firm while ensuring compliance and integrity in the securities industry.
Contact Details:
CGC Canaccord Genuity Corp. Recruitment Team
