Portfolio Operations Specialist at CG

Canaccord Genuity is seeking a Portfolio Operations Specialist for our Vancouver or Toronto office. This full-time role covers client account issues, trades, and operational efficiencies.
As a Portfolio Operations Specialist with Canaccord Genuity, you will play a pivotal role in our Portfolio Operations team. Your key responsibilities will include investigating client account issues, executing bond and mutual fund trades, and allocating shares for portfolio managers. The position also involves setting up fee-based accounts and managing risk across client portfolios.
Key Responsibilities:
• Investigate and resolve client account discrepancies
• Execute bond and mutual fund trades accurately
• Setup and manage fee-based accounts efficiently
• Allocate equity and preferred shares for portfolio managers
• Collaborate with investment advisors and external stakeholders
Requirements:
• Minimum of 1 year experience in finance or accounting
• Bachelor’s degree in ...