Administrative Assistant, Wood Gundy-Bilingual

CIBC; Sherbrooke; On-site; CAD 42,000 - 66,000; Full time

Job summary

CIBC in Sherbrooke is seeking an Administrative Assistant to support the Investment Advisor team at Wood Gundy. You will manage client files, assist in planning and servicing high net worth accounts, and help ensure a smooth client experience.

This role offers exposure to the investment business in a professional, dynamic setting with a focus on accuracy, compliance, and strong communication.

Qualifications

• Administrative support to Investment Advisor team and client files.
• Interpret and validate client requests and update delegations.
• Verify documents and signing authority per procedures.
• Build relationships and provide timely client service.
• Maintain compliance across files and processes.

Responsibilities

• Administrative Support - Maintain compliance standards when dealing with clients or handling client files.
• Analytical Skills - Interpret, validate and execute internal and external client requests by establishing new client signature delegations or modifying existing client signature delegations for complex corporate structures, review existing files, and correct documentation deficiencies.
• Critical Thinking - Verify documents in accordance with established signature delegation procedures to confirm that documents received from clients are complete and properly signed.
• Engagement - Build a personal rapport so that every interaction is meaningful. Strengthen relationships by working with your team and providing administrative support to ensure customer needs are met.
• Organizational Skills - Support Investment Advisor by responding quickly to client requests and maintaining compliance standards on all files.

Skills

Accountability

Activity Coordination

Communication

Multitasking

Office Administration

Organizational Efficiency

Personal Initiative

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

What you'll be doing

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 when dealing with clients or handling client files. Perform administrative duties and participate in administrative processes related to Investment Advisor and team support.
• Analytical Skills - Interpret, validate and execute internal and external client requests by establishing new client signature delegations or modifying existing client signature delegations for complex corporate structures, review existing files, and correct documentation deficiencies.
• Critical Thinking - Verify documents in accordance with established signature delegation procedures to confirm that documents received from clients are complete and properly signed. Enable and document the implementation of new products and changes to existing products. Close gaps in signing authority documents, engage appropriate internal partners to facilitate resolution.
• Engagement - Build a personal rapport so that every interaction is meaningful. Strengthen relationships by working with your team and providing administrative support to ensure customer needs are met. Follow through on requests by answering questions and providing an exceptional experience.
• Organizational Skills - Support Investment Advisor by responding quickly to client requests and maintaining compliance standards on all files.

Who you ar e

• You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.
• You engage with your heart and mind. You care about people and understand different perspectives. You listen and learn from the experiences of others.
• You understand that success is in the details. Your critical thinking skills help to inform your decision making.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [e-mail]

• CIBC is committed to clarity in our hiring process. All roles posted are opportunities we're actively recruiting for, unless stated otherwise.

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

• We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).

• We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

Sherbrooke-3000 King St West

Employment Type

Regular

Weekly Hours

37.5

Skills

Accountability, Activity Coordination, Communication, Multitasking, Office Administration, Organizational Efficiency, Personal Initiative