CIBC is actively seeking a dedicated Administrative Assistant in Fredericton for its Wood Gundy brokerage. This role offers a chance to provide top-tier support in managing client investments and administrative tasks.
As part of CIBC's innovative team, you'll connect with high net worth clients while providing essential operational support to the Investment Advisors. This position fosters a cooperative work environment aimed at exceeding client expectations and providing personalized service. Develop your skills in a professional space focused on meaningful client relationships.
Key Responsibilities:
• Deliver administrative support to Advisors effectively • Ensure compliance and manage client files with attention • Engage with clients during outreach initiatives • Help develop tailored investment proposals • Optimize team productivity through organizational efforts
Requirements: • Diploma in Business or Financial Administration • Minimum one year of administrative experience required • Open to completing industry certifications if needed • Strong interpersonal and communication skills • Ability to prioritize client needs and tasks
Join CIBC and enhance your career in a supportive, relationship-driven environment. #J-18808-Ljbffr