Deliver client service and account support at Canaccord Genuity’s Vancouver office. Apply securities expertise, organization, and advanced Microsoft Office skills.
Canaccord Genuity Corp. is seeking a detail-oriented coordinator for a growing advisory team on a 12-month contract. You will work with Investment Advisors while supporting clients, account administration, transaction confirmation, and reporting. Success requires strong communication, interpersonal ability, multitasking, and independent work skills. An interest in Financial Planning or Insurance would be beneficial.
Key Responsibilities:
- Assist Investment Advisors with existing client servicing
- Process and confirm client transactions
- Compile statistical information and client reports
- Follow up on account documentation requirements
- Perform additional administrative duties as required
Requirements:
- Two to three years of related securities experience
- Excellent interpersonal and client communication skills
- Exceptional organization and attention to detail
- Ability to multitask and work effectively independently
- Good working knowledge of Microsoft Office programs
Support Canaccord Genuity clients and Investment Advisors through exact account administration, reporting, and securities service.