Found Description
Support Canaccord Genuity's Wealth Management team in Vancouver as an Administrative Assistant. This role focuses on nurturing client relationships through robust administrative support and transaction management.
Join our dynamic team at Canaccord Genuity, where your 2-3 years of experience in the securities industry will thrive. You will actively assist Investment Advisors with client transactions, documentation, and account maintenance. A keen detail orientation and excellent organizational skills are essential to success in this collaborative environment as you contribute towards client service excellence.
Key Responsibilities:
• Support Investment Advisors with client transaction processing
• Maintain organized and accurate account documentation
• Prepare statistical reports for internal use
• Engage with clients to enhance service delivery
• Assist in marketing initiatives to expand the wealth business
Requirements:
• 2-3 years of experience in the secu...
Join our dynamic team at Canaccord Genuity, where your 2-3 years of experience in the securities industry will thrive. You will actively assist Investment Advisors with client transactions, documentation, and account maintenance. A keen detail orientation and excellent organizational skills are essential to success in this collaborative environment as you contribute towards client service excellence.
Key Responsibilities:
• Support Investment Advisors with client transaction processing
• Maintain organized and accurate account documentation
• Prepare statistical reports for internal use
• Engage with clients to enhance service delivery
• Assist in marketing initiatives to expand the wealth business
Requirements:
• 2-3 years of experience in the secu...
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