Canaccord Genuity
Financial Services
Associate,NewAccountsServices
“Associate, New Accounts Services at Canaccord Genuity. Skills: New accounts, Regulatory requirements, Client documentation. Perform credit checks. Perform corporate searches”
Industry & Context.
Eligibility to work in Canada
What They're Looking For.
Must Have
Knowledge of brokerage industry, Experience in back-office environment
Nice to Have
Dataphile experience, Hummingbird experience
What You'll Do.
Perform credit checks
Perform corporate searches
Process incoming documents
Review account opening packages
Ensure proper documents are used
Ensure documents are completed correctly
Respond to incoming inquiries
Escalate issues/inquiries to senior staff
Complete small projects
Prepare document packages for scanning
Prepare client copies
Prepare welcome packages for mailing
Cross-train on related positions
Provide back-up support to team members
How You'll Work.
Team & Collaboration
Work in a team environment; Back-up support to team members
Communication Scope
Accurate information
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