Administrative Assistant, Wealth Management
Finlogik Offshore Solutions(1 month ago)
About this role
Canaccord Genuity is seeking an energetic and organized individual to join our Wealth Management team in Vancouver. The successful candidate will support the team in establishing and maintaining the client onboarding and KYC documentation process, while collaborating closely with Investment Advisors to enhance client relationships and contribute to a sustainable wealth management business.
Required Skills
- Client Documentation
- Wealth Management
- KYC Process
- Communication
- Organization
Qualifications
- CSC
- CPH
About Finlogik Offshore Solutions
canaccordgenuity.comCanaccord Genuity Group Inc. is a leading independent, full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets.
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