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Wealth Management Administrative Assistant

Job in Guelph, Ontario, N1C 0A1, Canada
Listing for: CGC Canaccord Genuity Corp.
Full Time position Listed on 2026-11-08
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator, Executive Admin/ Personal Assistant, Clerical
  • Business
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 50000 - 70000 CAD Yearly CAD 50000.00 70000.00 YEAR

Job Description & How to Apply Below

Support Silverberg Capital Management in Waterloo with calendar coordination, client communication, and organized administrative expertise in-office. Build relationships through confidential, professional service.

Canaccord Genuity Corp. is hiring an Administrative Assistant for its Canadian operation and Silverberg Capital Management team. You will support Investment Advisors serving individuals, families, business owners, and not-for-profit organizations. The work combines client account documentation, correspondence, reporting, scheduling, and transaction support.

Key Responsibilities:
  • Provide administrative and special project support to Investment Advisors
  • Answer calls and respond professionally to confidential client inquiries
  • Coordinate calendars, meetings, appointments, and scheduling conflicts
  • Prepare correspondence, presentations, reports, and spreadsheets
  • Process account documentation, expenses, records, and client transactions
Requirements:
  • Over one year of administrative experience
  • Excellent verbal, written, and interpersonal communication skills
  • Discretion, confidentiality, detail orientation, and strong organization
  • Prioritization skills under pressure and independent work capability
  • Proficiency in Microsoft Word, Excel, Outlook, and Power Point

Bring administrative coordination, client service, and financial documentation skills to Silverberg Capital Management in Waterloo.

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