Teams at Canaccord Genuity

Provides comprehensive administrative support to the Wealth and Estate Planning and Managed Account Platform teams and department head. Responsibilities include calendar and inbox management, report preparation, intranet maintenance, correspondence and presentation support, travel coordination, expense and invoice processing, event organization, and general administrative duties. The role requires strong organization, communication, discretion, attention to detail, and advanced Microsoft Office proficiency.

Provides administrative and client-service support to Investment Advisors in a wealth management team. Responsibilities include processing and confirming transactions, executing trading orders, maintaining account records, compiling reports, managing client documentation, servicing clients, and supporting marketing initiatives. The role requires securities-industry knowledge, strong organization and communication skills, attention to detail, multitasking ability, and proficiency with Microsoft Office. Experience with Dataphile, Salesforce, and netx360 is beneficial.

Supports high-net-worth and ultra-high-net-worth client relationships, wealth planning, investment advisory, business development, and asset growth. The role coordinates advice across investments, tax, estate, insurance, and financial planning; participates in client and prospect meetings; supports portfolio analysis and strategy implementation; maintains client records and compliance; and contributes to strategic initiatives, presentations, and workflow improvements.