Use office administration and client service skills to support investment teams at CIBC Wood Gundy. This is an in office full time position, Monday through Friday.
As an Administrative Assistant, you will support Investment Advisors serving high net worth clientele through CIBC’s full-service brokerage division. You will conduct administrative activities, maintain organized and compliant client files, and provide timely responses to requests. Your work will also support client engagement, marketing, business development, investment proposals, and processes directing assets into suitable financial products based on client profiles and risk-reward tolerances.
Key Responsibilities:
Conduct administrative activities for Investment Advisors and teams
Keep client files compliant and organized
Provide timely answers and exceptional client experiences
Support marketing and business development initiatives
Help develop investment plans and proposals
Requirements:
Diploma in Business Administration, Accounting, Finance, or related studies
At least one year of administrative experience
Preferably experience in finance
Ability to multitask and coordinate activities
Commitment to accountability, communication, and organizational efficiency
Apply administrative expertise, financial services interest, and client-focused communication while supporting CIBC Wood Gundy Advisors.
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