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
🏢 CIBC
📍 Fredericton