Overview
Financial Operations Specialist at Canaccord Genuity Jobs in Vancouver, Canada at CGC Canaccord Genuity Corp.
Canaccord Genuity is looking for a Financial Operations Specialist to join our team in Vancouver or Toronto. This role focuses on resolving client account issues and executing financial trades.
In this full-time position as a Financial Operations Specialist, you will be a key player in our Portfolio Operations team, contributing to client satisfaction and operational excellence. Your responsibilities will include investigating account issues, executing bond and mutual fund trades, and supporting fee-based account setups. The role requires collaboration with various stakeholders to enhance service levels.
Key Responsibilities:
• Investigate and address client account discrepancies
• Execute bond and mutual fund trades efficiently
• Set up and manage daily fee calculations
• Allocate trades for equity and preferred shares
• Liaise with external vendors and advisors
Requirements:
• At least 1 year of finance or accounting experience
• Bachelor’s degree in related fields preferred
• Strong attention to detail with analytical skills
• Excellent written and verbal communication abilities
• Proficiency in MS Office tools needed
Bring your skills in finance and problem-solving to make a significant impact at Canaccord Genuity.
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Title: Financial Operations Specialist at Canaccord Genuity
Company: CGC Canaccord Genuity Corp.
Location: Vancouver, Canada
Category:
