Branch Administrator

3 months ago

Vancouver, Canada Canaccord Genuity Corp. Full time

Salary Range: $65,000 - $70,000

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.

Our Canadian operation, Canaccord Genuity Corp., is currently looking for a Branch Administrator to join our Vancouver team. The purpose of the role is to handle day-to-day administration of the branch and directly support the Branch Manager. You will have excellent customer service and communication skills with the ability to multitask and prioritize. This is a permanent full-time role.

**Responsibilities**:

- Handle day-to-day tasks of running the branch (i.e. meetings; Investment Advisor (IA) support; basic organization of the office).
- Assist with incoming calls as required.
- Process and follow-up on client documentation for proper maintenance of accounts.
- Organizing of meetings, meeting room schedules and events.
- Collect and distribute mail and packages.
- Pick-up and process incoming and outgoing couriers, maintaining accurate records.
- Perform administrative duties to support the branch including preparing branch related reports and expense reports.
- Respond effectively to all inquiries from clients, couriers and employees in a friendly and professional manner.
- Processing of invoices.
- Assist with additional administrative tasks and meeting minutes.
- Assist Branch Manager directly with additional support responsibilities.
- Assist with special projects as required.

Skills & Qualifications:

- Completion (or in the process of completing) of CSC and CPH with brokerage industry experience in a similar role.
- Excellent customer service, communication skills interpersonal skills, with the ability to work with employees and clients at all levels.
- Strong organizational and prioritization skills.
- Ability to problem solve and take initiative.
- Proficient with MS Office suite (Word, Excel).
- The ability to maintain a sense of urgency and meet deadlines.
- The ability to demonstrate confidentiality and discretion.

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