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.
📌 Administrative Assistant at CIBC Fredericton
🏢 CIBC
📍 Fredericton
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