Investment Advisor Assistant
Finlogik Offshore Solutions
About this role
Canaccord Genuity is seeking an Investment Advisor Assistant to support a dynamic client base in a fast-paced team environment. The role involves assisting with client transactions, managing client files, and facilitating communication between clients and the firm while upholding a commitment to outstanding client service.
Skills
Qualifications
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.
About Finlogik Offshore Solutions
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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and employee contacts for Finlogik Offshore Solutions.
Salary
$50k – $65k
per year