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 accommodation throughout the interview process and beyond, please let us know.
Our Canadian operation, Canaccord Genuity Corp., is currently looking for a detail-oriented individual with exceptional multi-tasking and interpersonal skills to join their Wealth Management team on a full-time basis. This will be an in-office role with overtime and working on weekends when required.
Responsibilities:
- Respond to incoming calls on a multi-line switchboard;
- Greet high profile clients and visitors;
- Monitor meeting room schedules and ensure rooms are clean and organized;
- Coordinate and track all outgoing couriers for local, national, and international deliveries;
- Open and sort all incoming courier and mail for delivery to appropriate recipients;
- Assist with cheque/certificate pick-up by client and Log and track incoming cheques and securities;
- Process expenses, review and allocate invoicing costs to different departments;
- Order general stationary and stock for office and kitchens;
- Maintain inventory and storage area for all departments
- Perform Facilities support functions in coordination with Facilities Canada West department in Calgary.
- Process securities cage functions (Cheques, Certificates, Documents) for the Calgary office, assisting advisor teams and head office.
- Assist members of the Wealth Management team with administrative duties and special projects as required
- Support the functionalities of Canaccord Genuity’s Dataphile KYC (Know Your Client) System to assist users with various queries and reports;
- Identify, initiate, and participate in process reviews and continuous improvement initiatives with Manager;
- Develop and maintain a high level of expertise and knowledge of the department functions.
- Additional branch projects as required
- Organize catering for branch meetings as needed
Skills & Qualifications:
- Strong customer-oriented focus;
- Professional appearance and demeanor;
- Excellent communication and interpersonal skills;
- Able to professionally interact with, and manage relationships with employees at all levels;
- Excellent organizational and prioritization skills;
- Ability to problem solve and take initiative is essential;
- Collaborative, forward-thinking approach to process and role development and improvement;
- Intermediate knowledge of MS Office (Outlook, Excel, & Word).
#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.
