Administrative Assistant – Wealth Management

About the role

Canaccord Genuity is seeking an energetic, organized, and detail‑oriented Administrative Assistant to support its Wealth Management advisory team in Calgary. You will provide day‑to‑day administrative support, ensure client transactions are processed accurately, and contribute to special projects.

Key responsibilities

• Provide day‑to‑day administrative support to the Investment Advisor and team.
• Prepare new account applications and KYC updates.
• Maintain databases, records, and other documents.
• Service clients professionally while upholding confidentiality.
• Assist with processing and confirming client transactions and servicing existing clients.

Required profile

• 1‑2 years of general administrative experience.
• Excellent verbal and written communication with strong interpersonal skills.
• High level of discretion, confidentiality, and attention to detail.
• Ability to manage multiple priorities and work independently or in a team.

Required skills

• Intermediate proficiency in Microsoft Office programs.
• Experience with Dataphile, Salesforce, or netx360 (considered an asset).
• Willingness to obtain Investment Representative licensing with CIRO (asset, not required).