Support high net worth clients at CIBC Wood Gundy through administrative expertise, client service, and investment account coordination. The work arrangement combines in office and remote work as discussed during interview.
As an Administrative Assistant, you will support Investment Advisors within CIBC's full-service Wood Gundy brokerage division. You will maintain client files, assist with investment plans and proposals, and support financial product processes. French and English fluency is required.
Key Responsibilities:
- Provide administrative support to Investment Advisor teams
- Maintain compliance standards across client dealings and files
- Assist with investment plans and written proposals
- Respond to client requests and questions
- Support marketing and business development activities
Requirements:
- Fluency in French and English
- Client-first approach to finding suitable solutions
- Critical thinking for informed decision-making
- Ability to build trust through respect and authenticity
- Ability to understand different perspectives
Bring administrative, organizational, and client engagement skills to support Investment Advisors and high net worth accounts at CIBC Wood Gundy.