Administrative Assistant, Wealth Management
Calgary – Job # 4130

Who we are:

Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships – we achieve this by generating value for our individual, institutional, and corporate clients through comprehensive wealth management solutions and investment banking services. We are a leading independent wealth management firm in Canada, and the leading mid-market provider of investment banking advisory, equity research, sales and trading services for corporations and institutions.

We pride ourselves on understanding our clients’ needs and finding innovative, bespoke solutions. Our entrepreneurial and friendly team will challenge you to learn and grow every day. We value great work and collaboration and strive to eliminate bureaucratic thinking. We’re looking for talented people who thrive in a fast-paced environment and want to have an impact with innovative ideas and best practices.

Come be a part of our Canadian success story and help deliver superior experiences for our clients. At CG, we recognize that diversity across our business strengthens our client relationships and enables more innovative solutions. We strongly encourage applications from all qualified individuals regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. CG provides an accessible candidate experience. If you need any accommodations throughout the interview process and beyond, please let us know.

Our Canadian operation, Canaccord Genuity Corp., is currently looking for an Administrative Assistant to provide support to an established Investment Advisor within a team environment. The successful incumbent must be professional, resourceful, self – motivated and have a strong work ethic. Our ideal candidate is looking for a career, not a job, as there is an opportunity to grow and flourish within the team.


Responsibilities:

• Assist Investment Advisors with a range of administrative support;
• Answer phones, client inquiries and email client information;
• Coordinate client meetings such as quarterly and annual reviews;
• Provide high level, priority management and calendar management for the Advisors;
• Prepare or assist in the preparation of client and prospect meetings by printing off relevant materials;
• Assist with special projects as required to improve efficiency in the business;
• Supporting marketing events as required;
• Other duties as required.

Skills & Qualifications:

• 1-3 years relevant administrative experience;
• Demonstrate a high level of written and verbal business communication skills;
• Excellent organizational skills and strong attention to detail;
• Intermediate computer skills: good working knowledge of Microsoft Office programs;
• Experience with Dataphile is an asset;
• Ability to take initiative and work independently;
• Excellent communication and interpersonal skills;
• Superior customer service skills;
• Professional, responsible, and able to adapt to a variety of tasks.