CIBC
Finance / FinServ
AdministrativeAssistant
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Administrative Assistant at CIBC. Skills: Administrative Support, Client Engagement, Relationship Building, Organizational Skills. Providing administrative support to the Investment Advisor team. Planning and managing client investments”
What You'll Achieve.
Make a meaningful impact; Ensure client needs are met; Generate future opportunities; Improve team productivity; Proactively uncovering business opportunities
Industry & Context.
Critical thinking skills help to inform your decision making
Legally eligible to work at the location(s) specified, May be asked to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency), Use of artificial intelligence tools during the recruitment process
What You'll Do.
Providing administrative support to the Investment Advisor team
Planning and managing client investments
Supporting and servicing high net worth client accounts
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
Assist in the development of investment plans and written proposals for prospects and clients
Assist in processes to direct assets into suitable financial products based on the client’s risk reward tolerances and demographic profile
Respond to requests by answering questions and providing an exceptional experience
Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities
Grow your network to create lasting connections that will generate future opportunities
Support Investment Advisors by providing timely responses to client requests and maintaining compliance standards in all files
Enable team success by improving team productivity
proactively uncovering business opportunities
and helping to direct assets into the right financial products
How You'll Work.
Team & Collaboration
Work closely with the team of Advisors; Collaborating with your team; Work closely with your team
Communication Scope
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._ The expected annualized base salary range for this role is $48,880 to $53,870. The base salary is determined by a variety of factors, including the candidate’s skills, experience, and job-related knowledge, as well as geographic location and specific business needs. Our compensation philosophy supports ongoing growth and development, enabling progression within the salary range as team members advance in their roles. In addition to base pay, compensation for this role includes participation in an annual discretionary incentive or bonus program. We are committed to providing fair, equitable, and competitive compensation opportunities for all employees
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