Wealth Management Administrative Assistant (British Columbia)

Wealth Management Administrative Assistant (British Columbia)

01 Nov
|
CGC Canaccord Genuity
|
British Columbia

01 Nov

CGC Canaccord Genuity

British Columbia

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 skilled 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.

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📌 Wealth Management Administrative Assistant (British Columbia)
🏢 CGC Canaccord Genuity
📍 British Columbia

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