Join CIBC as an Administrative Assistant in Fredericton, supporting the Wood Gundy team. This position is integral to managing high net worth client accounts through comprehensive administrative processes.
As an Administrative Assistant, you’ll work closely with Advisors to streamline operations and support client engagement initiatives. Your efforts will help build valuable client relationships while ensuring compliance with industry standards. This role offers an exceptional opportunity to learn investment strategies within EIBC's renowned brokerage environment.
Key Responsibilities:
• Assist Investment Advisors in daily operations
• Ensure compliance in client dealings and documentation
• Participate in marketing and outreach events
• Respond to client inquiries and enhance their experience
• Support the development of investment proposals
Requirements:
• Diploma in relevant fields like Business Administration
• At least one year of experience in an administrative role
• Familiarity with Canadian Securities Course is a plus
• Robust organizational and multitasking skills
• Ability to foster client relationships effectively
Become a vital part of CIBC's commitment to exceptional client service in Fredericton.
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