Found Description
Elevate your career with Canaccord Genuity as a Wealth Management Administrative Associate. This role focuses on high net worth client servicing and operational support for investment advisors.
In this impactful position, you'll support investment advisors while delivering excellent customer service to wealth management clients. Your primary responsibilities include preparing client documentation, coordinating with custodians, and managing existing client transactions. Organizational and communication skills are vital as you'll assist in onboarding workflows and tackle various administrative tasks.
Key Responsibilities:
• Work with Investment Advisors for client relationship building
• Assist in processing and confirming client transactions
• Prepare and manage client account documentation
• Coordinate efficiently with custodians and head office
• Execute effective follow-ups with clients
Requirements:
• CIRO Li...
In this impactful position, you'll support investment advisors while delivering excellent customer service to wealth management clients. Your primary responsibilities include preparing client documentation, coordinating with custodians, and managing existing client transactions. Organizational and communication skills are vital as you'll assist in onboarding workflows and tackle various administrative tasks.
Key Responsibilities:
• Work with Investment Advisors for client relationship building
• Assist in processing and confirming client transactions
• Prepare and manage client account documentation
• Coordinate efficiently with custodians and head office
• Execute effective follow-ups with clients
Requirements:
• CIRO Li...
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