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Canaccord Genuity

Investment Advisor Assistant

Reposted 25 Days AgoSaved
In-Office
Toronto, ON, CAN
Junior
Junior
Financial Services
Support three investment advisors by processing and confirming client transactions, executing trading orders, maintaining account records and reports, handling client documentation, servicing clients, contributing to business development and marketing initiatives, and performing administrative duties to improve practice efficiency.
Top Skills: DataphileMaximizerMS OfficeNetx360Salesforce
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