Documents Administrator - New Accounts
Canaccord Genuity Group Inc
Vancouver, BC, CA
6d ago

Summary

Through its principal subsidiaries, Canaccord Genuity Group Inc. ("Company") is a leading independent, full-services financial firm, with operations in two principal segments of the securities industry : wealth management and capital markets.

Since its establishment in 1950, the Company has been driven by an unwavering commitment to building lasting client relationships.

We achieve this by generating value for our individual, institutional and corporate clients through comprehensive investment solutions, brokerage services and investment banking services.

The Company has Wealth Management offices located in Canada, the UK, Guernsey, Jersey, the Isle of Man and Australia. Canaccord Genuity, the international capital markets division, operates in North America, UK & Europe, Asia, Australia and the Middle East.

Our Canadian operation, Canaccord Genuity Corp., is currently looking for aDocuments Administrator to join their New Accounts department in Vancouver, on a full-time, permanent basis.

Reporting to the Sr. Manager, New Accounts & Operational Onboarding, the Documents Administrator will be responsible for performing document administration while ensuring a high level of customer service.

Responsibilities :

  • Perform credit checks and corporate searches;
  • Process incoming documents, which entails reviewing account opening packages to ensure that proper documents are used and completed correctly as per regulatory, anti-money laundering, FATCA and tax requirements;
  • Respond to incoming inquiries with prompt, courteous and accurate information, escalating all issues / inquiries to senior staff members when appropriate;
  • Complete small projects on an ad hoc basis;
  • Prepare document packages for the scanning process;
  • Prepare client copies and welcome packages for mailing;
  • Cross-train on related positions within the team;
  • Provide back-up support to other team members as necessary.
  • Skills & Qualifications

  • Knowledge of the brokerage industry and previous experience in a back-office environment is an asset;
  • Detail-oriented and accurate;
  • Excellent organizational and time management skills;
  • Superior customer service skills;
  • Proactive and able to work well in a team environment;
  • Proficiency with MS Word, Excel and Outlook;
  • Experience with Dataphile & Hummingbird is also an asset.
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