Administrative Assistant

Résumé du poste

The Investment Advisor Assistant provides administrative support, including calendar management, client communication, and document preparation. They are also responsible for maintaining databases, processing expense reports, and assisting with special projects.

Détails du poste

Salary Range: $40,000 - $60,000 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. We are currently looking for a proactive, organized, and enthusiastic Investment Advisor Assistant to join our Vancouver team. The successful candidate will demonstrate excellent attention to detail, organizational, communication and computer skills, along with the ability to prioritize and manage a complex workload. Responsibilities: Assist Investment Advisors with a range of administrative support. Answer phones, client inquiries and email client information. Provide high level, priority management and calendar management. Prepare or assist in the preparation of business correspondence, presentations, reports and spreadsheets. Process expense reports in a timely and accurate manner. Maintain various databases, records and other documents. Servicing clients with professionalism, efficiency and upholding confidentiality. Assist with special projects as required. Skills & Qualifications: Experience within the banking, securities and/or brokerage industry would be an asset. Willingness to complete CSC, CPH and licensing with CIRO. Excellent verbal and written communication skills complemented by exceptional interpersonal skills. 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. Ability to work independently, and effectively with employees and clients at all levels. Strong proficiency in Microsoft Word, Excel, Outlook and PowerPoint. Knowledge of Dataphile and/or Salesforce is an asset. #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.

Ce que vous ferez

The Investment Advisor Assistant provides administrative support, including calendar management, client communication, and document preparation. They are also responsible for maintaining databases, processing expense reports, and assisting with special projects.

Exigences

Candidates should possess strong organizational and communication skills with proficiency in Microsoft Office applications. Experience in the banking or brokerage industry is considered an asset, as is the willingness to obtain relevant financial licensing.

Compétences indiquées

• business correspondence · Souhaitée
• Administrative Support · Souhaitée
• interpersonal skills · Souhaitée
• Souci du détail · Souhaitée
• Microsoft Excel · Souhaitée
• client relations · Souhaitée
• Prioritization · Souhaitée
• Microsoft Word · Souhaitée
• Communication Skills · Souhaitée
• Salesforce · Souhaitée
• Microsoft Outlook · Souhaitée

Autres compétences pertinentes

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Administrative support
• Calendar management
• Client relations
• Business correspondence
• Expense reporting
• Database maintenance
• Communication skills
• Interpersonal skills
• Attention to detail
• Prioritization
• Microsoft Word
• Microsoft Excel
• Microsoft Outlook
• Microsoft PowerPoint
• Dataphile
• Salesforce
• Calendar Management
• Administrative Support
• Professionalism
• Organizational Skills
• Expense Reports
• Email Client
• Brokerage
• Business Correspondence
• Investments
• Capital Markets
• Spreadsheets
• Communication
• Computer Literacy
• Confidentiality
• Securities Research
• Sales
• Financial Services
• Innovation
• Interpersonal Communications
• Investment Banking
• Operations
• Organizational Communications
• Presentations
• Wealth Management
• Securities (Finance)
• Enthusiasm
• Detail Oriented

Domaines d’emploi

• Administrative
• Finance & Accounting
• Customer Service & Support
• Administrative Assistant
• Office / Administrative Assistant (General)
• Administrative and Executive Secretaries
• Secretaries and Administrative Assistants, Except Legal, Medical, and Executive