Adviser Assistant

Adviser Support - Perth

About Us

Canaccord Genuity is a forward-thinking financial services firm dedicated to delivering exceptional client service and innovative investment solutions. As one of Australia's leading Wealth Management and Capital Markets firms, with a global network spanning 5 continents, we’re proud to employ over 300 talented professionals in 7 offices located in major capital cities and regional centres, across Australia.

About the Role

We have an exciting opportunity for an Associate to join our growing Wealth team in Perth. In this role, you will support a team of Advisers and be integral to the smooth and efficient running of their business. 

Key responsibilities 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, preparing paperwork for client’s reviews portfolio and transaction preparation; 
• Accurate production of all client portfolio review documentation and reports.
• Assist advisers in the management of ongoing advice service obligations and advice document preparations where necessary.
• Provide back up support to Associates by assisting their Advisers during periods of leave and with over-flow of work.

About you:

To be successful in the role you will have prior knowledge of wealth management and/or stockbroking systems, including experience with IRESS. Ideally, the successful candidate will have a minimum  2 years’ experience in a stockbroking, financial planning, back office or Financial Services role.

We are also seeking applicants with the following attributes:

• The ability to prioritise, multi-task and meet strict deadlines;
• Bachelor degree in Financial Services related discipline is highly regarded. 
• Possession of RG146 accreditation is highly desirable;
• Comprehensive working knowledge of a stockbroking system and IRESS;
• Demonstrated initiative with the ability to work under minimal supervision;
• Intermediate/advanced knowledge of Windows, Outlook, Excel and Word.

Our Values

At Canaccord Genuity. we expect every member of our team to incorporate our brand values of being Aligned, Accountable, Approachable and Agile. To truly embody Canaccord Genuity’s 4 A’s you will be:

Aligned in your work and actions with CG’s wider firm goals and vision. You understand and actively contribute to the overall direction and objectives of your team and the greater CG organisation.

Accountable, taking responsibility for your work and its outcomes. You are reliable, meet deadlines, and deliver high-quality results.

Approachable, friendly, and easy to communicate with. You create an environment where others feel comfortable reaching out for help, advice, or collaboration, while also being receptive to feedback.

Agile and able to adapt and respond quickly to changing circumstances. You are flexible, nimble, and can efficiently adjust your approach or priorities as needed.

Why work for Canaccord Genuity?

Canaccord Genuity is a great place for ambitious and intelligent individuals to excel in their careers. Our team is a diverse mix of those who are starting their careers and seasoned professionals eager to share their wisdom with the next generation. We’re committed to ongoing staff development to help our employees succeed in their chosen career path through our range of training and support services.

We also offer a wide range of employee benefits, including paid parental leave, study assistance, paid volunteer leave, free gym memberships, and more! 

Canaccord Genuity is an endorsed employer for all women, and you can explore our benefits and policies directly at: https://work180.com/en-au/for-women/employer/canaccord-genuity

Ready to Join Our Team?

Join us and become a part of a team that values your expertise and encourages you to reach your full potential. 

If you have the skills and dedication required for this role, we would love to hear from you!

Applications close COB Monday, 19 February 2024.