18 Oct
|
CIBC
|
Vancouver
Join CIBC's Wood Gundy team as an Administrative Assistant, where your role is crucial in managing high net worth client accounts.
Support Investment
Advisors in enhancing client experiences and ensuring compliance every day. This full-time position involves administrative support for a dynamic team within CIBC's brokerage division. You will assist in client engagement, effectively coordinate activities, and enhance organizational efficiency. Expect to develop relationships that will help you learn about investments and create valuable connections. Key Responsibilities:
- Provide administrative support to Investment Advisors
- Maintain client files and compliance standards
- Assist in developing investment proposals for clients
- Engage with clients to ensure exceptional service
- Attend local events to boost brand awareness Requirements:
- Diploma in Business Administration or similar
- Minimum one year of administrative experience
- Open to completing Canadian Securities Course
- Strong organizational and communication skills
- Ability to handle multitasking and client requests Bring your passion for finance and relationship building to CIBC, enhancing client satisfaction in a professional setting.
📌 Administrative Assistant at CIBC Wood Gundy (Vancouver)
🏢 CIBC
📍 Vancouver