Join CIBC's Wood Gundy team as an Investment Administrative Assistant in Nanaimo. Support investment advisors and ensure exceptional client experiences while enhancing your administrative skills.
This role at CIBC requires a proactive approach in supporting investment strategies for high-net-worth clients. Engage with clients personally and assist in developing tailored investment plans. You will thrive in a agile, on-site work environment focused on relationship building and assistance.
Key Responsibilities:
• Facilitate administrative activities for investment advisors
• Assist in crafting investment proposals for clients
• Connect with clients to enhance their engagement
• Support marketing initiatives and outreach programs
• Maintain compliance standards in all financial dealings
Requirements:
• Proven experience in office administration
• Strong ability to multitask and organize effectively
• Exceptional communication and interpersonal skills
• Dedication to improving client relationships
• Passion for collaboration and teamwork
Contribute to CIBC’s success by bringing your organizational skills and dedication to client service.
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