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 workplace 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.