02 Nov
|
CGC Canaccord Genuity
|
Calgary
02 Nov
CGC Canaccord Genuity
Calgary
Salary Range: $45,000 - $50,000Who we are:Canaccord Genuity (CG) is a leading independent full-service 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 mid-market 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 creative ideas and best practices. Come be a part of our Canadian success story and help deliver superior experiences for our clients.At CG, we recognize that diversity across our business strengthens our client relationships and enables more innovative solutions. We strongly encourage applications from all qualified individuals regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. CG provides an accessible candidate experience.
If you need any accommodations throughout the interview process and beyond, please let us know.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 join a growing advisory team in our Calgary office.Responsibilities:Provide day-to-day administrative support to the Investment Advisor and team as neededPrepare new account applications and KYC updates as requiredManaging multiple priorities with a high-level of task managementAssist with maintaining various databases, records and other documentsServicing clients with professionalism, efficiency and upholding confidentialityAssist with processing and confirming client transactionsAssist with servicing existing clientsAssist with special projects as requiredSkills & Qualifications:Willingness to obtain Investment Representative licensing with CIRO considered an asset but not required1-2 years of general administrative experiencePrevious knowledge in or interest of securities industries considered an assetExcellent verbal and written communication skills complemented by exceptional interpersonal skillsExperience with Dataphile,
Salesforce, or netx360 an assetBe resourceful in finding answers to solutionsAbility to demonstrate a high level of discretion and confidentialityExceptional attention to detail and accuracy, with strong organizational and prioritization skillsExcellent teamwork skills complemented by the ability to work well independentlyIntermediate computer skills, proficiency in Microsoft Office programs#LI-SK1 #LI-Onsite #INDHPAll applications will be held in strict confidence.In order to be considered for employment, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.Through its principal subsidiaries, Canaccord Genuity Group Inc. ("Company") is a leading independent, full-services financial firm, with operations in two principal segments of the securities industry: wealth management and capital markets Since its establishment in 1950, the Company has been driven by an unwavering commitment to building lasting client relationships. We achieve this by generating value for our individual, institutional and corporate clients through comprehensive investment solutions, brokerage services and investment banking services. The Company has Wealth Management offices located in Canada, the UK, Guernsey, Jersey, the Isle of Man and Australia. Canaccord Genuity, the international capital markets division, operates in North America, UK & Europe, Asia, Australia and the Middle East.
📌 Administrative Assistant, Wealth Management (Calgary)
🏢 CGC Canaccord Genuity
📍 Calgary