Wealth Management Administrative Assistant

Join Canaccord Genuity as a Wealth Management Administrative Assistant, where you’ll support Investment Advisors in providing exceptional service to high-net-worth clients. This role focuses on client relationships, transactions, and account management.
At Canaccord Genuity, we are committed to building lasting client relationships through innovative wealth management solutions. We are seeking an Administrative Assistant with at least 5 years of industry experience to support our team of Investment Advisors. This position emphasizes organization, communication skills, and proficiency in financial software like Dataphile and Salesforce.
Key Responsibilities:
• Support Investment Advisors with client transactions
• Maintain account lists and prepare detailed reports
• Coordinate documentation for account maintenance
• Assist with new client onboarding workflows
• Prepare for and follow up on client meetings
Requirements:
• CIRO Licensed as an Investment Represe...