Administrative Assistant for High Net Worth Clients

Become an integral part of Canaccord Genuity as an Administrative Assistant dedicated to supporting high-net-worth clientele through exceptional administrative service. Focus on enhancing client relationships and assisting Investment Advisors with transactions.
At Canaccord Genuity, we pride ourselves on offering comprehensive wealth management solutions. We are seeking an experienced Administrative Assistant to contribute to a client-focused team that thrives on collaboration and innovation. This role commands strong organizational skills and requires CIRO licensing for successful execution of client service.
Key Responsibilities:
• Assist with managing client account transactions
• Compile and maintain statistical reports on clients
• Process and follow up on client documentation
• Support new client onboarding and meeting preparations
• Perform additional administrative duties as necessary
Requirements:
• CIRO Licensed Investment Representative preferred