Administrative Assistant

CIBC is building a relationship-oriented bank for the modern world, seeking talented professionals dedicated to client success. As an Administrative Assistant in the Wood Gundy team, you will provide essential support to Investment Advisors, maintain client files, and engage in marketing activities to enhance client relationships and support high net worth client accounts.

Responsibilities

• 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
• 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 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
• Work closely with your team to connect clients with the right 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

Skills

• Provide administrative support to the Investment Advisor team in the Wood Gundy brokerage
• 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
• 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 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
• Engage with purpose to find the right solutions
• Demonstrate critical thinking skills to inform decision making
• Build trust through respect and authenticity

Benefits

• Competitive compensation
• Banking benefit*
• Wellbeing support
• Employee and family assistance programs
• MomentMakers, our social, points-based recognition program

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