Team Executive Assistant, Stenner Wealth Partners+
Vancouver – Job # 7076

Who we are:

Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships – we achieve this by generating value for our individual, institutional, and corporate clients through comprehensive wealth management solutions and investment banking services. We are a leading independent wealth management firm in Canada, and the leading mid-market provider of investment banking advisory, equity research, sales and trading services for corporations and institutions.

We pride ourselves on understanding our clients’ needs and finding innovative, bespoke solutions. Our entrepreneurial and friendly team will challenge you to learn and grow every day. We value great work and collaboration and strive to eliminate bureaucratic thinking. We’re looking for talented people who thrive in a fast-paced environment and want to have an impact with innovative ideas and best practices.

Come be a part of our Canadian success story and help deliver superior experiences for our clients. At CG, we recognize that diversity across our business strengthens our client relationships and enables more innovative solutions. We strongly encourage applications from all qualified individuals regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. CG provides an accessible candidate experience. If you need any accommodations throughout the interview process and beyond, please let us know.

Our Canadian operation, Canaccord Genuity Corp., is currently looking for an energetic, organized and detail-oriented individual with exceptional multi-tasking and interpersonal skills to support our Lead Investment Advisor/Portfolio Manager, and Founder of our Team, based in Vancouver.

Stenner Wealth Partners+
Stenner Wealth Partners+ is an award-winning, highly sophisticated investment office offering boutique client service with a global perspective. SWP+ maintains international client relationships across both Canada and the United States. As a top-performing Canaccord Genuity Wealth Management team, SWP+ is a North American advisory team with Canada’s largest independent wealth management firm. Our full-service client experience model is delivered by a dedicated team of experienced investment consultants and portfolio managers who deliver long-term performance aligned with our clients’ unique life goals and objectives.

SWP+ clients range in net worth from $25M CAD to $2B+. Our team typically engages with clients whom have a net worth of at least $25M and have a minimum $10M CAD invested with our team. SWP+ has a national practice with clients from Coast to Coast in Canada. We are also a cross border Canadian/US licensed team. Our team is based in Vancouver with other corporate offices in Toronto, Montreal, Calgary, and Edmonton.

SWP+ Team Goals:
High performance. Our team wants to be the very best in the industry in Canada. We are looking to triple our business over the next 10 years meaning there is lots of opportunity to grow career-wise and opportunity for the successful candidate’s personal compensation to grow - subject to job performance. Possibility of team partnership track in the role dependent on job performance within the team over the next 5-10 years.

Our team culture is one of mutual respect, a positive, winning mentality for growth, and a high work ethic. Our team members are driven to be on one of Canada’s top wealth management teams. A successful candidate for this position will always be willing to learn and is focused on achieving the highest level of client service and dedication. A high attention to detail, integrity, and the ability to be proactive in a fast-paced team environment is required. The priority of the role will be to focus on protecting a growing pool of client capital over multiple generations.

Team website: www.stennerwealthpartners.com
Team e-mail: SWP@CGF.com
Team LinkedIn: linkedin.com/company/stenner-wealth-partners

Responsibilities:

• Act as the main point of contact/ liaison among top executives, employees, UHNW clients, and other external partners;
• Provide day-to-day administrative support to the Lead Investment Advisor and team;
• Manage lead IA and team Outlook calendars, scheduling/ confirming meetings, and calls, responding to request for time and rescheduling and resolving and scheduling issues in a timely manner;
• Manage team phone lines and voicemail, assisting clients and potential prospects in a professional manner;
• Screens and refers calls to appropriate personnel; takes messages. Responds to highly diversified inquiries from employees, prospects, clients, and the general public;
• Provides courteous and efficient responses to phone and email inquiries determining from experience and training the limitations on the extent and type of information which may be provided;
• Coordinate business meetings in person and virtual, creating agendas, preparing any meeting materials and or presentations and scheduling the conference space required;
• Connecting meetings to the required technology (Zoom, Skype, PowerPoint, Microsoft Teams), facilitating refreshments/ meals and managing the budget for these meetings and /or conferences;
• Make domestic and international arrangements (flights, reservations, hotel bookings), assembles packets of information and prepares materials including itineraries;
• Receives, sort, distribute, open and screen incoming email, mail and faxes. Categorizes and prioritizes response needed. Follows up to ensure that proper and timely action is taken;
• Drafts and type non-routine letters, memos, documents, and various reports requiring knowledge of methods, procedures, policies and organization for IA signature;
• Develop suggestions to optimize office management and to solve problems in efficient, effective and highly organized manner;
• Organize internal communication٫ including such activities as information distribution and presentations scheduling;
• Manage, track and organize charitable/philanthropic projects and monthly donations;
• Manage processing expense reports in a timely, accurate and organized manner, tracking expenses, and preparing tax related documents for accountants, lawyers, and family offices;
• Estate planning administration– regularly have estate plan administration reviewed and updated as necessary;
• Manage bank accounts, pay bills, arrange wire transfers, deposit/mail cheques and monitor/ track transactions to ensure within budget and payments made on time;
• Regularly have insurance policies reviewed and contact insurer to update as necessary;
• Support IA with technology by troubleshooting issues with video, audio, and Apple products;
• Assist IA with tracking and ensure registration and compliance requirements are up-to-date, valid, compliant, organized and recorded;
• Assist with maintaining various databases (Salesforce, LastPass and Virtual Vault) and keep organized records/files for business and personal documents using Salesforce;
• Maintains Accurate records and files for easy and fast retrieval when information, passwords and files are requested;
• Medical, legal, and other personal appointments – book personal appointments, assist with personal billing items and tasks;
• Perform general administrative duties, coordinate lunches, coffees, team dinners, and setup client in-person meetings;
• Ensure office supplies and team has tools and supplies needed to perform at top level;
• Coordinate with support internal teams within CG and work with external vendors and suppliers;
• Assist with special projects as required.

Skills & Qualifications:

• Fully fluent in English;
• Able to legally work in Canada;
• Excellent verbal and written communication skills complemented by exceptional interpersonal skills;
• Ability to demonstrate a high level of discretion and handle highly confidential business matters with integrity;
• Ability to work independently on special assignments and maintains smooth operation of the office responsibilities of the executive;
• Detail-oriented with strong organizational capacity and high attention to detail, follow up, and communication;
• Ability to learn quickly and be proactive and plan ahead to resolve problems in a timely manner;
• Excellent prioritization skills with the ability to excel under pressure in a fast-paced growing team environment by multi-tasking;
• Experience arranging travel, meetings, catering, and general office organization;
• Excellent teamwork skills complemented by the ability to work well independently;
• Expert proficiency in Outlook, Microsoft Word, Excel and Adobe Acrobat;
• Advanced computer skills using PowerPoint, DocuSign and Zoom;
• Familiarity with commonly used business and technical expressions;
• Must have minimum 3 years’ experience working as an Executive Assistance to top executives;
• Ability to work remote from home and in office seamlessly;
• Technology knowledge with Apple software and troubleshooting issues with devices;
• Knowledge of Dataphile and Salesforce is an asset;
• Must work effectively in a team environment to jointly service clients, Desires to work within a winning team culture which is striving for excellence;
• Authentic, Honest, Competent, and Trustworthy;
• Diversity in background - from both a life and career - perspective is a key deciding factor.

Competitive Compensation: $80-$100K annually depending on experience & credentials

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