Administrative Assistant (12 month contract)
Description
This role is with CIBC's Wood Gundy team, providing comprehensive administrative support to Investment Advisors who manage high net worth client investments. Key responsibilities include maintaining compliance, assisting with client engagement, supporting business development activities, and ensuring timely responses to client requests to enhance team productivity and client satisfaction.
What We're Looking For
Maintain compliance standards in client dealings and files.,Conduct administrative activities and processes to support Investment Advisors and teams.,Engage in marketing and business development activities, assist in developing investment plans and proposals.,Assist in directing assets into suitable financial products based on client profiles.,Connect with clients to provide meaningful interactions and support their needs.,Heighten CIBC brand awareness by attending local events and participating in outreach.,Grow network to create lasting connections and opportunities.,Provide timely responses to client requests and maintain compliance.,Improve team productivity and proactively uncover business opportunities.
Ideal Candidate
Diploma in Business Administration, Accounting, Finance, or a similar field of study.,Minimum of one year of administrative experience, preferably in finance.
Minimum Education
Diploma
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Must be legally eligible to work at the specified location(s),Must have a valid work or study permit where applicable
About the Company
Canadian Imperial Bank of Commerce (CIBC)
CIBC is a leading North American financial institution with 14 million personal banking, business, public sector, and institutional clients. It offers a full range of advice, solutions, and services through its leading digital banking network and locations across Canada, the U.S., and around the world.
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