CIBC Wood Gundy
Financial Services
AdministrativeAssistant
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Administrative Assistant at CIBC Wood Gundy. Skills: Client servicing, Investment support. Maintain compliance standards. Conduct administrative activities”
Industry & Context.
Critical thinking
What They're Looking For.
Must Have
Canadian Securities Course (CSC), Conduct & Practice Handbook (CPH), CIRE within 12 months of hire
Nice to Have
Administrative experience in finance
What You'll Do.
Maintain compliance standards
Conduct administrative activities
Engage in marketing activities
Assist in development of investment plans
Assist in processes to direct assets
Respond to client requests
Enhance client relationships
Provide administrative support
Improve team productivity
Proactively uncover business opportunities
How You'll Work.
Team & Collaboration
Work closely with team; Collaborate with your team
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. **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 meaningful. Enhance relationships by collaborating with your team and providing administrative support to ensure client needs are met. Respond to requests by answering questions
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