Administrative Assistant Managed Account Support
@ Canaccord Genuity Group Inc.

Toronto, ON
$58,000
On Site
Full Time
Posted 24 days ago

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XXXXXXXXX XXXXXXXXXXX XXXXXXXXX****** @canaccordgenuity.com
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Job Details

About Canaccord Genuity Group Inc.

Canaccord Genuity is a leading independent full-service financial services firm in Canada, known for wealth management and capital markets solutions. Our entrepreneurial and friendly team challenges you to learn, grow, and make an impact every day.

Role Overview: Administrative Assistant Managed Account Support

This role provides varied administrative support to members of the management team. It involves managing multiple functions related to the managed account platform, including client account reconciliations, reporting, data gathering for due diligence and intranet maintenance. The successful candidate is organized, detail-oriented, and proactive.

Responsibilities

  • Manage administrative tasks for the managed account platform
  • Perform daily reconciliation on client accounts and trading activity
  • Generate monthly and quarterly reports
  • Maintain internal intranet pages and assist with business correspondence
  • Handle calendar, email, travel arrangements, and expense processing
  • Coordinate team events and manage general ad hoc duties

Skills & Qualifications

A minimum of 2 years of experience as an Administrative Assistant in a fast-paced professional environment is required. Familiarity with the CFA program is a plus. Candidates should possess strong organizational, communication, and problem-solving skills, along with high proficiency in MS Suite.

Key Skills/Competency

  • Administrative Support
  • Account Reconciliation
  • Reporting
  • Data Management
  • Calendar Management
  • Expense Processing
  • MS Suite
  • Communication
  • Organization
  • Detail Orientation
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How to Get Hired at Canaccord Genuity Group Inc.

🎯 Tips for Getting Hired

  • Customize Resume: Tailor your resume for administrative support roles.
  • Highlight Skills: Emphasize organization, MS Suite, and communication.
  • Include Experience: Detail 2+ years of relevant experience.
  • Research Canaccord Genuity: Understand their services and culture.

📝 Interview Preparation Advice

Technical Preparation

Practice MS Excel and advanced functions.
Review MS Teams and Outlook tools usage.
Learn data reconciliation methods.
Study report generation techniques.

Behavioral Questions

Describe a challenging workload scenario.
Explain managing multiple priorities.
Share times handling confidential information.
Discuss teamwork in fast-paced environments.

Frequently Asked Questions