Marketing Administrative Assistant Wealth Management
Marketing Administrative Assistant Wealth Management
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Job Description
Salary Range: $65000 $75000
Who we are:
Are you looking to grow your career in the investment industry and be a part of a dynamic team environment Do you thrive in a fastpaced work atmosphere We are looking for candidates that can add value to our clients through their expertise hard work and dedication. Lori Pinkowski one of the top Portfolio Managers at Canaccord Genuity and a wellknown financial expert in the media is seeking a fulltime Marketing & Administrative Assistant to work in our new downtown Vancouver office.
Canaccord Genuity is a fullservice financial services firm and has been driven by an unwavering commitment to building lasting client relationships. As an integral member of the Pinkowski Wealth Management team the Marketing & Administrative Assistant provides vital support in both marketing and administrative capacities. This role plays a key part in executing marketing strategies managing client communications coordinating events and maintaining our digital presence. In addition youll support daily operations through calendar management client onboarding data entry and general administrative tasks helping ensure the team runs efficiently and effectively.
To learn more about the team and Canaccord Genuity visit
Please email a copy of your resume for review.
Skills & Qualifications:
- Experience of 2 years within the banking brokerage or wealth management industry strongly preferred;
- Experience in a marketing role strongly preferred;
- Event planning experience an asset;
- Experience with Canva Adobe Creative Cloud and/or video editing applications an asset;
- Experience with Salesforce and/or Dataphile an asset;
- Proficient with MS Office (Word Excel Outlook PowerPoint);
- Detail oriented with strong organizational skills;
- Ability to prioritize and excel under pressure;
- Demonstrated ability to meet deadlines take initiatives and multitask;
- Excellent teamwork skills complemented by the ability to work well independently;
- Strong customer service skills;
- Excellent verbal and written communication skills complemented by exceptional interpersonal skills;
- Excellent IT & computer skills knowledge in basic website updates an asset;
- Demonstrated interest in investment products with previous similar work experience an asset.
Responsibilities:
- Lead all marketing initiatives;
- Develop and build upon existing marketing strategies for radio print digital and TV;
- Maintaining social media presence and updating website;
- Provide daytoday administrative support to the Portfolio Manager and Associates;
- Prepare or assist in the preparation of business correspondence presentations reports and spreadsheets;
- Assist with maintaining various databases records and other documents including new client accounts;
- Perform general client servicing and administrative duties;
- Servicing clients with professionalism efficiency and upholding confidentiality;
- Coordinate travel arrangements and process related expenses;
- Coordinate business meetings and write minutes as required;
- Process expense reports and invoices in a timely manner;
- Process and followup on client documentation for proper maintenance of accounts;
- Maintain accurate and uptodate client records including financial and personal information;
- Assist with special projects as required.
Benefits of working with Pinkowski Wealth Management:
- Dynamic Team: Collaborate in a fastpaced innovative environment;
- Career Growth: Continuing education support and mentorship opportunities;
- Competitive Rewards: Attractive salary benefits and CG stock sharing options;
- Advancement Opportunities: Clear paths for internal growth and development.
All applications will be held in strict confidence.
In order to be considered for employment candidates selected for interviewswill be required to show proof of citizenship permanent residence or eligibility to work in Canada with no restrictions.
We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. No phone calls please. Thank you for your understanding.
Employment Type
Full-Time
