Administrative Assistant
Description
The Administrative Assistant will provide administrative support to the Investment Advisor team within CIBC's Wood Gundy brokerage, serving high-net-worth clients. This role involves assisting advisors with client investments, managing client accounts, and supporting business development activities in a dynamic environment focused on learning the investment business.
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 risk profiles.,Connect with clients to ensure their needs are met and provide exceptional service.,Heighten CIBC brand awareness by attending local events and participating in marketing activities.,Build a network to generate future opportunities and collaborate with the team.,Provide timely responses to client requests and maintain compliance.,Improve team productivity, uncover business opportunities, and help direct assets into financial products.
Ideal Candidate
Minimum of one year of administrative experience, preferably in finance.,Legally eligible to work at the specified location(s) and possess a valid work or study permit if applicable.
Hard Skills
Soft Skills
Work Hours
37.5 hours/week, Monday through Friday
Benefits
Special Commitments
Must be legally eligible to work at the location.
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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