Canaccord Genuity Logo

Canaccord Genuity

Administrative Assistant

Posted 8 Days Ago
Be an Early Applicant
In-Office
Calgary, AB
Junior
In-Office
Calgary, AB
Junior
Provide administrative support to an Investment Advisor team: prepare new account applications and KYC updates, manage priorities and databases, service and process client transactions, maintain records and confidentiality, and assist on special projects.
The summary above was generated by AI

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 energetic, organized and detail-oriented individual with exceptional multi-tasking and interpersonal skills to join a growing advisory team in our Calgary office. 

Responsibilities:

  • Provide day-to-day administrative support to the Investment Advisor and team as needed;
  • Prepare new account applications and KYC updates as required;
  • Managing multiple priorities with a high-level of task management;
  • Assist with maintaining various databases, records and other documents;
  • Servicing clients with professionalism, efficiency and upholding confidentiality;
  • Assist with processing and confirming client transactions;
  • Assist with servicing existing clients;
  • Assist with special projects as required.

Skills & Qualifications:

  • Willingness to complete CSC and CPH considered a strong asset but not required;
  • 1-2 years of general administrative experience;
  • Previous knowledge in or interest of securities industries considered an asset;
  • Excellent verbal and written communication skills complemented by exceptional interpersonal skills;
  • Experience with Dataphile, Salesforce, or netx360 an asset;
  • Be resourceful in finding answers to solutions;
  • Ability to demonstrate a high level of discretion and confidentiality;
  • Detail oriented with strong organizational skills;
  • Excellent prioritization skills with the ability to excel under pressure;
  • Excellent teamwork skills complemented by the ability to work well independently;
  • Intermediate computer skills, proficiency in Microsoft Office programs.

#LI-SK1 #LI-Onsite #INDHP

All applications will be held in strict confidence.

In order to be considered for employment, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.

Protecting your online safety:

Canaccord Genuity and its affiliates do not use text messages for recruitment purposes. If you have received a text message claiming to be from CG or an authorized representative regarding job recruitment, please treat as fraudulent and do not respond.

We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. No phone calls please. Thank you for your understanding.

Top Skills

Dataphile
MS Office
Netx360
Salesforce

Similar Jobs

6 Days Ago
In-Office
Lethbridge, AB, CAN
Junior
Junior
Food
The Hatchery Administrator will provide support through reception duties, payroll editing, invoicing, report preparation, and customer service while managing inventory and maintaining organization.
Top Skills: ExcelMicrosoft Word
7 Days Ago
In-Office
Calgary, AB, CAN
Junior
Junior
Real Estate
Provide reception and general administrative support at the Northgate Village office: answer phones, manage mail and couriers, greet visitors, maintain supplies and kitchen, assist with internal communications and ad-hoc projects.
Top Skills: ExcelOutlookTeamsWordYardi
13 Days Ago
In-Office
Calgary, AB, CAN
Junior
Junior
Financial Services
Provide high-touch administrative support to an investment advisory team: process account documentation and transactions, coordinate with custodians and head office, manage CRM and client records, prepare meeting materials and client reporting, support onboarding and compliance, and maintain service calendars and follow-ups.
Top Skills: CRMMaximizerMS OfficeSalesforce

What you need to know about the Calgary Tech Scene

Employees can spend up to one-third of their life at work, so choosing the right company is crucial, not just for the job itself but for the company culture as well. While startups often offer dynamic culture and growth opportunities, large corporations provide benefits like career development and networking, especially appealing to recent graduates. Fortunately, Calgary stands out as a hub for both, recognized as one of Startup Genome's Top 100 Emerging Ecosystems, while also playing host to a number of multinational enterprises. In Calgary, job seekers can find a wide range of opportunities.

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account