Investment Advisor Assistant
Finlogik Offshore Solutions
About this role
A Client Support Specialist at Canaccord Genuity provides administrative support to investment advisors, manages client transactions, maintains account records, and assists with client documentation and onboarding.
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
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Finlogik Offshore Solutions.
Salary
$110k – $163k
per year
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