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 dynamic, in office 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. #J-18808-Ljbffr