Office Administrator, Wealth Management

About Us

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.

Position Overview

Our Canadian operation, Canaccord Genuity Corp., is currently looking for a detail‑oriented individual with exceptional multi‑tasking and interpersonal skills to join our Wealth Management team in Winnipeg on a full‑time basis.

Responsibilities

• Working with spreadsheets
• Data entry
• Creating file folders on shared drive
• Working with a team including Advisors and assisting
• Assisting the team in transferring documents
• Dealing with paperwork and documentation
• Minimum client contact alongside team members at direction of team
• Dealing with various departments e.g. transfers, and registered plans

Skills & Qualifications