Office Administrator, Wealth Management

Position: Receptionist – Full-time – Winnipeg.

Canaccord Genuity (CG) is a leading independent full-service financial services firm.

Responsibilities

• Respond effectively to all inquiries from clients, couriers and employees in a friendly and professional manner.
• Create a welcoming environment by greeting guests, answering phone calls, directing visitors and taking messages for employees.
• Maintain a safe and clean reception area by complying with procedures, rules and regulations.
• Keep detailed and accurate records of visitor requests and calls received.
• Coordinate the booking and set‑up of meeting rooms.
• Work with spreadsheets, create file folders on the shared drive and assist with document transfer.
• Collaborate with advisors and other team members to manage paperwork and documentation.
• Support various departments such as transfers and registered plans.

Skills & Qualificatio...