Finlogik Offshore Solutions

Administrative Assistant, Wealth Management

Finlogik Offshore Solutions(21 hours ago)

Calgary, ABOnsiteFull TimeTrainee$35,000 - $45,000Wealth Management
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About this role

Canaccord Genuity is seeking a highly organized and detail-oriented Administrative Assistant to support their investment advisory practice. The role focuses on delivering exceptional client service and ensuring operational efficiency through account administration, documentation, and CRM management, serving as a key support to senior team members.

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Required Skills

  • CRM
  • MS Office
  • Client Service
  • Account Administration
  • Documentation
  • Organization
  • Time Management
  • Communication
  • Finance
  • Microsoft Excel
Finlogik Offshore Solutions

About Finlogik Offshore Solutions

canaccordgenuity.com

Canaccord 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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