Support high net worth clients at CIBC Wood Gundy in Thornhill, using office administration and organizational skills onsite Monday through Friday.
As an Administrative Assistant, you will support Investment Advisors within CIBC’s full-service brokerage division. You will coordinate administrative processes, maintain compliant client files, and respond to client requests. The work includes assisting with investment plans, written proposals, marketing activities, and suitable financial product processes.
Key Responsibilities: Provide administrative support to Investment Advisor teams
Maintain compliance standards across client dealings and files
Assist investment plans and written proposals for clients
Respond to questions and provide exceptional client experiences
Participate in marketing, outreach, and local community events
Requirements: Office administration and organizational efficiency skills
Solid communication and multitasking abilities
Critical thinking supporting informed decision making
Personal initiative and accountability in daily work
Legal eligibility to work in Thornhill
Bring organized client support, communication, and compliance awareness to CIBC Wood Gundy’s Investment Advisor team in Thornhill.