Build client-focused wealth management support experience in Vancouver by assisting Investment Advisors with transactions, documentation, and account service.
Canaccord Genuity Corp. seeks an organized, detail-oriented Administrative Assistant for a 12-month advisory team contract. You will deal directly with clients while supporting Investment Advisors. Daily work includes trading orders, account maintenance, reports, and existing client service.
Key Responsibilities:
- Assist Investment Advisors with client transactions
- Deal directly with clients and provide quotes
- Execute trading orders accurately
- Maintain account lists and statistical information
- Service existing clients as required
Requirements:
- Two to three years of related experience
- Solid organizational skills and attention to detail
- Ability to meet deadlines and multitask
- Ability to work independently with clients
- Experience with Dataphile, Salesforce, or netx360 an asset
Use your communication, organization, and securities industry knowledge to support Investment Advisors and clients at Canaccord Genuity.
📌 Investment Advisor Assistant Vancouver
🏢 Canaccord Genuity
📍 Vancouver
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