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 (Vancouver)
🏢 Canaccord Genuity
📍 Vancouver