Administrative Assistant, Wealth Management (Part-Time)

Hourly Wage: $25.00 - $27.00 per hour

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.

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.

We are seeking an energetic, detail-oriented, and highly organized individual to join one of our advisory teams. The successful candidate will bring strong multitasking and interpersonal skills to effectively support the team based in Kelowna. This is a part-time role offering flexible working hours.

Responsibilities:

• Collaborate with team members to maintain accurate, consistent, and up-to-date client records and documentation.
• Support a team focused on building strong client relationships and a sustainable wealth management business.
• Process and follow up on documentation for new account openings and ongoing maintenance of existing accounts.
• Update and maintain KYC client information in accordance with regulatory and firm requirements.
• Request, track, and obtain client signatures through DocuSign to support account and transaction processing.
• Assist with processing and overseeing client transactions, including wires and transfers.
• Maintain account lists and prepare statistical reports to support business operations and decision-making.
• Provide administrative and servicing support to existing clients as needed.
• Perform additional administrative tasks to support team and business needs.

Skills & Qualifications:

• 1-2 years of client service-related experience, with a well-rounded knowledge of the securities industry.
• Knowledge of Dataphile and DocuSign is an asset.
• Excellent communication and interpersonal skills.
• Intermediate computer skills: good working knowledge of MS Office programs.
• Excellent organizational skills, with a strong attention to detail.
• Demonstrated ability to meet deadlines, take initiatives and multi-task.
• Ability to work independently, and effectively with employees and clients at all levels.
• Completion of CSC, CPH and licensed with CIRO preferred.

#LI-SK1 #LI-Onsite #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.