Administrative Assistant - Vancouver, Canada - Canaccord Genuity Corp.

Canaccord Genuity Corp.

Verified Company

Vancouver, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Administrative Assistant, Wealth Management
**Vancouver

Job #7090*****
Who we are:Canaccord Genuity (CG) is a leading independent fullservice 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 midmarket 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.

Our Canadian operation, Canaccord Genuity Corp., is currently looking for an energetic, organized and detail-oriented individual with exceptional multi-tasking and interpersonal skills to support our Investment Advisor in Vancouver.

Responsibilities:

Provide daytoday administrative support to the Investment Advisor and team.
Prepare or assist in the preparation of business correspondence, presentations, reports and spreadsheets;
Execute on administrative tasks related to account opening documentation, KYC updates, registered account contributions etc;
Assist with maintaining various databases, records and other documents;
Upholding client confidentiality in the highest regard;
Assist with special projects as required.

Skills & Qualifications:

Excellent verbal and written communication skills complemented by exceptional interpersonal skills;
Knowledge of Dataphile and/or other client documentation is preferred;
Ability to demonstrate a high level of discretion and confidentiality;
Task management and Salesforce management experience is critical;
Detail oriented with strong organizational skills to keep track of documentation status and workflow;
Excellent prioritization skills with the ability to excel under pressure;
Excellent teamwork skills complemented by the ability to work well independently;
Advanced proficiency in Microsoft Word, Excel and Outlook.