Wealth Management Administrative Assistant

Support Silverberg Capital Management in Waterloo using exceptional organization, multitasking, and interpersonal skills in an in-office administrative role.

Canaccord Genuity Corp. is hiring an Administrative Assistant for Investment Advisors and Portfolio Manager Shane Silverberg. You will support personalized wealth management services for individuals, families, business owners, and not-for-profit organizations. The work includes client communication, account documentation, scheduling, and transaction support.

• Provide administrative and special project support to Investment Advisors
• Answer calls and respond professionally to client inquiries
• Manage calendars, meetings, appointments, and scheduling conflicts
• Prepare correspondence, presentations, reports, and spreadsheets
• Process account documentation, expenses, records, and client transactions

• Over one year of administrative experience
• Excellent verbal, written, and interpersonal communication skills
• Strong organizational, prioritization, and detail-oriented skills
• Discretion when handling confidential information
• Proficiency in Microsoft Word, Excel, Outlook, and Power Point

Apply administrative, client service, and organizational expertise supporting Investment Advisors at Canaccord Genuity in Waterloo.