CIBC
Financial Services
AdministrativeAssistant
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Administrative Assistant at CIBC. Skills: Client Relations, Investment Support. Maintain compliance standards. Conduct administrative activities”
Industry & Context.
Critical thinking
What They're Looking For.
Must Have
5+ years IB
What You'll Do.
Maintain compliance standards
Conduct administrative activities
Engage in marketing activities
Assist in development of investment plans
Assist in directing assets
Respond to client requests
Provide timely responses
Improve team productivity
Uncover business opportunities
How You'll Work.
Team & Collaboration
Investment Advisor team; Client needs
Communication Scope
Client communication
Full Job Description
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit [CIBC.com](https://www.cibc.com/en/about-cibc.html) **What you 'll be doing** CIBC’s Wood Gundy team is the full-service brokerage division of CIBC serving our high net worth clientele. As an Administrative Assistant you will be responsible for providing administrative support to the Investment Advisor team in our Wood Gundy brokerage. You’ll work closely with the team of Advisors as they plan and manage client investments. You’ll play a key part in supporting and servicing high net worth client accounts. You’ll provide ongoing support to a team that goes above and beyond for their clients. This position is a great opportunity to learn the investment business in a professional, dynamic work environment with one of Canada's leading Brokerage. _At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time Monday through Friday._ **How you 'll succeed** * **Administrative Support** **-** Maintain compliance standards in client dealings/client files. Conduct administrative activities and engage in administrative processes associated with supporting the IA(s) and teams. Engage in all marketing and business development activities and assist in the development of investment plans and written proposals for prospects and clients. As determined by the IA, assist in processes to direct assets into suitable financial products based on the client’s risk reward tolerances and demographic profile. * **Client Engagement** **-** Connect on a personal level to make every interaction meaning
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