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Administrative Assistant

4 months ago

Montréal, Canada Canaccord Genuity Corp. Full time

**Administrative Assistant, Wealth Management**

**Montreal - Job #5457**

**Who we are**:
Our private wealth management and multi-family office division specializes in serving high net worth individuals, affluent families, endowments and foundations. We have a strong track record of delivering exceptional service and results to our clients, and work closely with each individual to understand their unique needs and goals. As a firm, we are backed by Canaccord Genuity Wealth Management, a leading financial services company, which provides us with the resources and support needed to deliver top-quality service. Whether our clients are seeking financial planning advice, investment management, or comprehensive wealth management services, our team has the expertise and experience to help them achieve their financial goals.

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.

**Key Responsibilities**:

- Provide variety of administrative and support tasks to the Private Wealth Management
- team, including managing client files, processing transactions, scheduling appointments, and coordinating client meetings;
- Assist with the preparation of client presentations and reports, including gathering and organizing relevant information and materials;
- Maintain accurate and up-to-date client records, including financial and personal information;
- Ensure compliance with company policies and regulations, including those related to client privacy and confidentiality;
- Provide exceptional customer service to clients, including responding to inquiries and requests in a timely and professional manner;
- Assist with the management of the Private Wealth Management department, including organizing and maintaining office systems and supplies;
- Liaise with our marketing department on client communications and other business development initiatives;
- Perform other duties as assigned by the Private Wealth Management team;
- This position requires the highest level of work ethic and confidentiality;

**Skills and Qualifications**:

- Associates or bachelor's degree in business administration or a related field preferred;
- 3+ years of experience in an administrative, operational or sales support role;
- Bilingual French and English;
- Strong organizational and time management skills;
- Excellent written and verbal communication skills;
- Proficiency with Microsoft Office suite and CRM systems;
- Ability to work independently and in a team environment;
- Attention to detail and accuracy in work;
- Ability to handle sensitive and confidential information with discretion;
- Experience in the financial services industry is definitely a plus;
- IIROC Licensing or willingness to obtain an IIROC licensing is expected for this position;
- Bilingual in French and English is an asset.