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, on-site 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 • Robust 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. #J-18808-Ljbffr