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 cutting-edge team, you'll connect with high net worth clients while providing essential operational support to the Investment Advisors. This position fosters a collaborative work environment aimed at exceeding client expectations and providing personalized service. Develop your skills in a skilled 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.