Administrative Assistant

Canaccord Genuity (CG) is a leading independent, full-service financial services firm with a strong presence across wealth management and capital markets. We are built on long-term client relationships, entrepreneurial thinking, and a commitment to delivering tailored solutions for individual, institutional, and corporate clients. With a collaborative culture and global perspective, we bring together deep industry expertise, innovative ideas, and a client-first approach to help our clients achieve their goals.

Our people are at the heart of our success. At CG, you will be part of a team that values collaboration, accountability, and continuous learning. We move quickly, encourage fresh thinking, and empower our employees to contribute meaningful work in an environment that is professional, supportive, and focused on delivering exceptional results for our clients.

Canaccord Genuity Corp., our Canadian operation, is hiring an organized, detail-oriented Administrative Assistant for Silverberg Capital Management in Waterloo. Led by established Senior Wealth Advisor and Portfolio Manager Shane Silverberg, this growing team delivers personalized wealth management strategies, services and solutions to individuals, families, business owners and not-for-profit organizations, focusing on capital preservation, income and conservative growth. You will use your exceptional multitasking and interpersonal skills to build and maintain strong client relationships.

• Provide day-to-day administrative and special project support to Investment Advisors, managing multiple priorities effectively.
• Answer calls, respond to client inquiries and email client information, providing professional, efficient service while maintaining confidentiality.
• Manage Investment Advisors’ calendars, coordinate client meetings and appointments, and resolve scheduling conflicts.
• Prepare or assist in the preparation of business correspondence, presentations, reports and spreadsheets.
• Prepare new account applications and KYC updates, and process and follow up on documentation to maintain client accounts.
• Process expense reports in a timely and accurate manner.
• Maintain account lists, databases, records and other documents, and compile statistical information and reports.
• Support Investment Advisors in building client relationships and a sustainable wealth management business.
• Assist with processing and confirming client transactions, provide quotes and execute trading orders as needed.

• Over 1 year of administrative experience.
• Excellent verbal and written communication skills complemented by exceptional interpersonal skills.
• Ability to demonstrate a high level of discretion and confidentiality.
• Detail oriented with strong organizational skills.
• Excellent prioritization skills with the ability to excel under pressure.
• Ability to work independently, and effectively with employees and clients at all levels.
• Strong proficiency in Microsoft Word, Excel, Outlook and PowerPoint.

• Familiarity with Dataphile, Envestnet, Salesforce or netx
  360 through practical use.
• Experience in banking, securities or brokerage, or broad, applicable knowledge of the securities industry.

This role is expected to be in-office to support collaboration, team connectivity, and day-to-day business needs. The successful candidate should be comfortable working on-site on a regular basis, with any flexibility determined by the nature of the role, business requirements, and manager approval.

The expected base salary for this role is $50,000 - $70,000 and will be based on the successful candidate’s skills, experience, and qualifications.

• Performance-based bonuses.
• Health and…