Support the Investment Advisor team at CIBC's Wood Gundy in Winnipeg as an Administrative Assistant. Collaborate on investment plans while enhancing client experiences in a dynamic environment.
In this full-time role, you will assist Investment Advisors in servicing high net worth clients effectively. Your responsibilities will include maintaining compliance standards and answering client inquiries. Strong adaptability and a commitment to client satisfaction are crucial as you engage in various administrative processes and client support tasks.
Key Responsibilities:
• Maintain compliance standards for client dealings
• Support marketing and business development initiatives
• Respond to client requests with timely and accurate information
• Assist in writing investment proposals and plans
• Engage in community outreach to enhance brand awareness
Requirements:
• Background in administrative support or client service
• Proficient in multitasking and organizational efficiency
• Robust verbal and written communication skills
• Critical thinking skills for informed decision-making
• Ability to work collaboratively within a team
Become a key player in client relations and the investment journey at CIBC in Winnipeg.
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