13 Sep
|
CIBC
|
New Brunswick
13 Sep
CIBC
New Brunswick
Elevate your career as an Administrative Assistant with CIBC’s Wood Gundy team in Fredericton. Provide critical support in client investment management, enhancing relationships and ensuring compliance.
This full-time, in office role focuses on delivering comprehensive administrative assistance to Investment Advisors. You'll play a pivotal role in supporting high net worth clients, coordinating client interactions, and managing essential documentation. CIBC seeks individuals committed to maintaining high standards while working in a dynamic environment focused on client success.
Key Responsibilities:
• Provide administrative support to Investment Advisors
• Maintain compliance standards in client files
• Engage in marketing and business development activities
• Enhance client relationships through personalized service
• Assist in developing investment plans and proposals
Requirements:
• Diploma in Business Administration, Accounting, or Finance
• Minimum one year of administrative experience, preferably in finance
• Completion of Canadian Securities Course or willing to enroll
• Strong communication and organizational skills
• Ability to connect with clients and engage effectively
Support the CIBC Wood Gundy team and enhance your administrative skills while making a significant client impact.
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📌 Administrative Assistant at CIBC Fredericton (New Brunswick)
🏢 CIBC
📍 New Brunswick