Bilingual Administrative Assistant – Investment Support

CIBC

Sherbrooke

On-site

CAD 42,000 - 52,000

Full time

2 days ago
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Job summary

CIBC in Sherbrooke, QC is seeking a bilingual Administrative Assistant to support the Wood Gundy Investment Advisor team. You will help manage client files, coordinate schedules, and ensure compliance in a fast-paced brokerage environment.

This role offers learning opportunities in investment operations, client service excellence, and cross-team collaboration, with a balance of on-site support and thoughtful administrative tasks.

Qualifications

  • Provide administrative support to Investment Advisor team and client files.
  • Maintain compliance standards when dealing with clients or handling client files.
  • Assist with signing delegations and documentation workflows.

Responsibilities

  • Provide administrative support to Investment Advisor team and client files.
  • Assist with client requests and document processing.
  • Support team to deliver exceptional client service.

Skills

Accountability
Communication
Multitasking
Office Administration
Organizational Skills
Personal Initiative
Bilingual English/French

Job description

CIBC in Sherbrooke, QC is seeking a bilingual Administrative Assistant to support the Wood Gundy Investment Advisor team. You will help manage client files, coordinate schedules, and ensure compliance in a fast-paced brokerage environment.

This role offers learning opportunities in investment operations, client service excellence, and cross-team collaboration, with a balance of on-site support and thoughtful administrative tasks.

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