Associate, New Accounts Services (3-Month Contract)

Canaccord Genuity (CG) is a leading independent full-service financial services firm. We are looking for an Associate, New Accounts Services to join our Toronto team. This is a 3-month contract with possibility for extension.

Salary Range: $45,000 - $49,000

Responsibilities

• Perform credit checks and corporate searches.
• Process incoming documents, which entails reviewing account opening packages to ensure that proper documents are used and completed correctly as per regulatory, anti-money laundering, FATCA and tax requirements.
• Respond to incoming inquiries with prompt, courteous and accurate information, escalating all issues/inquiries to senior staff members when appropriate.
• Complete small projects on an ad hoc basis.
• Prepare document packages for the scanning process.
• Prepare client copies and welcome packages for mailing.
• Cross-train on related positions within the team.
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