Administrative Assistant
3 weeks ago
**Administrative Assistant, Wealth Management**
**Edmonton - Job #7092**
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**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.
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 support our Investment Advisor in Edmonton.
**Responsibilities**:
- Provide day-to-day administrative support to the Investment Advisor and team as needed;
- Coordinate business meetings, conferences, and travel arrangements;
- Assist with providing high level, priority management and calendar management;
- Prepare or assist in the preparation of business correspondence, presentations, reports and spreadsheets;
- Assist with processing expense reports in a timely and accurate manner;
- Assist with maintaining various databases, records and other documents;
- Assist with marketing activities and social media;
- Servicing clients with professionalism, efficiency and upholding confidentiality;
- Perform general administrative duties;
- Assist with special projects as required.
**Skills & Qualifications**:
- Excellent verbal and written communication skills complemented by exceptional interpersonal skills;
- Prior experience with client relationship management systems such as Dataphile and Salesforce is a plus;
- 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;
- Advanced proficiency in Microsoft Word, Excel, Outlook and PowerPoint.
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