Administrative Assistant, Wealth ManagementCanaccord Genuity Group Inc. • Calgary, Alberta, Canada
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Administrative Assistant, Wealth Management
Canaccord Genuity Group Inc.
- Calgary, Alberta, Canada
- Calgary, Alberta, Canada
Über
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 seeking a highly organized and detail-oriented Administrative Assistant to support a growing, high-touch investment advisory practice. This role is critical to delivering exceptional client experience while ensuring operational efficiency across account administration, documentation, and CRM management. The successful candidate will serve as the administrative backbone of the practice, allowing senior team members to focus on client relationships, financial planning, and investment strategy. This position requires professionalism, accuracy, discretion, and a strong service mindset.
Our practice is built around delivering an "unreasonable level of hospitality" to clients while maintaining operational excellence. This role is essential to ensuring clients receive timely, accurate, and thoughtful service at every interaction.
Responsibilities:
Working directly with a team of Investment Advisors where the focus is on client relationships and building a sustainable wealth management business;
Prepare and process new account documentation;
Assist Investment Advisors with processing, confirming and management of client transactions including: transfers, contributions, withdrawals, and account updates;
Process and follow-up on client documentation for proper maintenance of accounts;
Coordinate with custodians and head office;
Assist with meeting preparation and follow-up;
Maintain accurate client records and update the team's CRM as required;
Assist with client reporting as required;
Perform additional administrative duties as required;
Assist with additional team projects as required;
Support new client onboarding workflows;
Prepare documentation for client meetings;
Ensure all forms and compliance requirements are complete;
Maintain service calendars and follow-ups;
Skills & Qualifications:
2+ years administrative experience in financial services or professional services preferred, with an emphasis on the wealth management industry or investment administration;
Completion of CSC, CPH and licensed with CIRO not required but a strong asset;
Intermediate to advanced computer skills: good working knowledge of MS Office programs;
Experience and proficiency with a CRM, with previous experience using Salesforce or Maximizer an asset;
Excellent organizational and time-management skills with a strong attention to detail;
Demonstrated ability to meet deadlines, take initiatives and manage competing priorities;
Ability to work collaboratively and effectively with team members and clients at all levels;
Proven ability to maintain a polished, professional presence and deliver exceptional service;
Strong organizational skills with a meticulous attention to detail;
Process‑oriented approach with a track record of consistency and reliability;
Demonstrated commitment to high‑quality client service and relationship building;
Comfortable navigating fast‑paced, deadline‑driven environments;
Excellent communication skills and a collaborative, team‑focused mindset;
#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.
Sprachkenntnisse
- English
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