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We believe that one of the key strengths of Canaccord Genuity is our culture of teamwork, collaboration and excellence. We are driven by our clients’ success and are committed to helping them achieve their financial goals, and ultimately, live their most fulfilling lives. When our clients succeed, we succeed. 

An opportunity at Canaccord Genuity offers performance-driven individuals a home to build their careers. Our employees experience the best of both worlds: access to global resources and capabilities, and the responsiveness and agility of an independently-owned firm. 

Our culture is driven by our values. We invite you to learn more by discovering our opportunities below or by contacting us today.

Adviser Assistant - Melbourne, AU

Adviser Assistant - Melbourne
 
We have an opportunity for an Adviser Assistant to join our Wealth desk in Melbourne. In this role, you will support a team of Advisers and be integral to the smooth and efficient running of their business.
 
Duties and Responsibilities will include:

  • Manage the day-to-day administration and operational needs of your allocated Advisers’ businesses;
  • Supporting Advisers with market trading and order management;
  • Supporting Advisers with over-flow of phone calls and other client communications;
  • Assisting clients with administration based queries regarding their trades and accounts;
  • Preparation and management account administration documents such as account opening documents, account updates, off-market/broker transfers, corporate actions, estates, super funds and trusts;
  • Assist with market related administration, portfolio and transaction preparation;
  • Provide back up support to Adviser Assistants by assisting their Advisers during periods of leave and with over-flow of work;
Your Skills and Expertise
  • Adviser Assistant experience in a stockbroking or Financial Services environment would be preferred;
  • Possession of RG146 accreditation is highly desirable;
  • The ability to prioritise, multi-task and meet strict deadlines;
  • Excellent interpersonal skills, including building rapport with clients;
  • Client service focused;
  • Demonstrated initiative with the ability to work under minimal supervision.
 
Why work for Canaccord Genuity?
 
Canaccord Genuity is one of Australia’s leading wealth management, stockbroking and financial services firms. With an experienced client advisory team and extensive network of offices across Australia, we are well positioned to service the investment needs of our clients. Backed by an array of local and international expertise, our investment advice is based upon thorough research and understanding of the market.
 

We provide a great range of employee benefits including study assistance, paid volunteer leave, the ability to purchase additional leave, subsidized gym membership and much more.

 
To apply for this opportunity, email a copy of your resume and cover letter to _HR@psl.com.au
or apply to this posting through this site. 
 
 
 
 

Location: Melbourne

Start Date: 2020-01-16

Department: Wealth Management

Company: Internal Postings

Reference: 13118758

More info

General Inquiries Wealth Mgmt

For general inquiries, please submit a resume and cover letter. 

Location: Melbourne

Start Date: 2019-10-16

Department: Wealth Management

Company: Internal Postings

Reference: 12863203

More info

 

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