Portfolio Operations Specialist at Canaccord Genuity

Join Canaccord Genuity as a Portfolio Operations Specialist in Vancouver or Toronto. This full-time role focuses on client account management, trade execution, and operational efficiency.
As a Specialist in Portfolio Operations, you will be a vital part of our team, dedicated to resolving client account issues and executing bond and mutual fund trades. Your role will involve setting up fee-based accounts and providing operational support to enhance service levels. Join a dynamic environment that values innovation and collaboration.
Key Responsibilities:
• Investigate and resolve client account issues promptly
• Execute bond and mutual fund trades accurately
• Setup fee-based accounts and calculate fees
• Allocate trades on behalf of portfolio managers
• Participate in efficiency and cost-reduction projects
Requirements:
• Minimum of 1 year in finance or accounting
• Bachelor’s degree in Business or Economics
• Strong attention to detail and accuracy
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