Administrative Assistant Victoria BC
Description
This role involves providing comprehensive administrative support to the Investment Advisor team within CIBC's Wood Gundy brokerage, which serves high net worth clients. The assistant will help manage client investments, support high net worth client accounts, and contribute to the team's overall productivity in a dynamic work environment.
What We're Looking For
Provide administrative support to the Investment Advisor team,Maintain compliance standards in client dealings and files,Conduct administrative activities and processes to support IAs and teams,Engage in marketing and business development activities,Assist in developing investment plans and written proposals for clients,Help direct assets into suitable financial products based on client profiles,Respond to client requests and provide an exceptional experience,Collaborate with the team to meet client needs,Attend local events and participate in marketing/outreach to heighten CIBC brand awareness,Grow network to generate future opportunities,Support Investment Advisors with timely responses and file compliance,Improve team productivity and proactively uncover business opportunities
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Must be legally eligible to work at the specified location(s),Requires valid work or study permit where applicable,On-site full-time Monday through Friday
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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