Bilingual Administrative Assistant, Finance & Client

CIBC; Quebec; On-site; CAD 42,000 - 65,000; Full time

Benefits offered by this job

Banking benefits

Wellbeing support

Vacation offering

Employee share purchase plan

Job summary

CIBC's Wood Gundy team seeks an Administrative Assistant to provide comprehensive administrative support to the Investment Advisor group, helping plan and manage client investments and servicing high net worth accounts. The role involves coordinating with Advisors, assisting in marketing, and ensuring compliance across client files.

The position emphasizes a bilingual (French and English) service approach to clients, with work arrangements discussed during interview.

Qualifications

• Administrative support to Investment Advisor team in Wood Gundy brokerage.
• Maintain client files and compliance standards in dealings.

Responsibilities

• Provide administrative support to Investment Advisor team and IA(s).
• Assist in marketing and business development activities and in investment plan proposals.
• Direct assets into suitable financial products based on client profiles.
• Engage with clients to deliver an exceptional experience.
• Support team to manage client accounts and high net worth relationships.

Skills

Accountability

Activity Coordination

Interpersonal Communication

Multitasking

Office Administration

Organizational Efficiency

Personal Initiative

Job description

CIBC's Wood Gundy team seeks an Administrative Assistant to provide comprehensive administrative support to the Investment Advisor group, helping plan and manage client investments and servicing high net worth accounts. The role involves coordinating with Advisors, assisting in marketing, and ensuring compliance across client files.

The position emphasizes a bilingual (French and English) service approach to clients, with work arrangements discussed during interview.