CIBC

Finance

AdministrativeAssistant

Moncton, New Brunswick, Canada PART TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“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.

Finance
Problems you'll solve

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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