Wealth Management Administrative Assistant (London)

Wealth Management Administrative Assistant (London)

08 Nov
|
Canaccord Genuity
|
London

08 Nov

Canaccord Genuity

London

Support Silverberg Capital Management in Waterloo using exceptional organization, multitasking, and interpersonal skills in an in-office administrative role.

Canaccord Genuity Corp. is hiring an Administrative Assistant for Investment Advisors and Portfolio Manager Shane Silverberg. You will support personalized wealth management services for individuals, families, business owners, and not-for-profit organizations. The work includes client communication, account documentation, scheduling, and transaction support.

Key Responsibilities:

- Provide administrative and special project support to Investment Advisors
- Answer calls and respond professionally to client inquiries
- Manage calendars, meetings, appointments, and scheduling conflicts
- Prepare correspondence, presentations, reports,



and spreadsheets
- Process account documentation, expenses, records, and client transactions

Requirements:

- Over one year of administrative experience
- Excellent verbal, written, and interpersonal communication skills
- Robust organizational, prioritization, and detail-oriented skills
- Discretion when handling confidential information
- Proficiency in Microsoft Word, Excel, Outlook, and PowerPoint

Apply administrative, client service, and organizational expertise supporting Investment Advisors at Canaccord Genuity in Waterloo.

📌 Wealth Management Administrative Assistant (London)
🏢 Canaccord Genuity
📍 London

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