CIBC
Finance
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; Enable team success
Industry & Context.
Critical thinking skills help to inform your decision making.
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
Maintaining compliance standards in client dealings/client files
Conducting administrative activities and engaging in administrative processes
Engaging in marketing and business development activities
Assisting in the development of investment plans and written proposals
Assisting in processes to direct assets into suitable financial products
Responding to client requests
Enhancing relationships by collaborating with the team
Heightening CIBC brand awareness in the community
Attending local events and participating in marketing and outreach activities
Growing network to create lasting connections
Connecting clients with the right opportunities
Improving team productivity
Proactively uncovering business opportunities
How You'll Work.
Team & Collaboration
Work closely with the team of Advisors; Collaborating with your team; Work closely with your team; Teamwork
Communication Scope
Connect on a personal level; Make every interaction meaningful; Respond to requests by answering questions; Providing an exceptional experience; Timely responses to client requests
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. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview._ **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 le
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