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 energetic 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. Robust 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
• Strong 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.
J-18808-Ljbffr