Client Experience Admin & Operations Specialist (Temp)

CIBC Asset Management Inc; Toronto; On-site; CAD 52,000 - 60,000; Full time

Job summary

CIBC in Toronto is seeking a Business Assistant, Client Experience, to provide day-to-day administrative and analytical support to Institutional Asset Management teams. You will coordinate events, prepare memos, reports, presentations, and other client-facing materials, contributing to operations and client service.

On-site full-time role with base salary range $51,500 to $60,200 CAD per year plus a discretionary annual bonus program.

Qualifications

• Degree in Commerce, Business Admin, Economics, or Mathematics.
• Canadian Securities Course (CSC) is an asset.
• Proficiency with Word, PowerPoint, and Excel.
• Familiarity with market data tools is an asset.

Responsibilities

• Administrative coordination and meeting logistics.
• Aid in invoice processing and track deliverables in Monday.com.
• Prepare memos, reports, presentations with high accuracy.
• Create and maintain asset class materials for client engagement.
• Maintain investment databases and due diligence responses.
• Participate in continuous-improvement initiatives.

Skills

Microsoft Word

PowerPoint

Excel

Learning new software quickly

Team player

Independent worker

Education

Commerce or related degree

Tools

Bloomberg

FactSet

Morningstar Direct

Databricks

Power BI

monday.com

Salesforce

Job description

CIBC in Toronto is seeking a Business Assistant, Client Experience, to provide day-to-day administrative and analytical support to Institutional Asset Management teams. You will coordinate events, prepare memos, reports, presentations, and other client-facing materials, contributing to operations and client service.

On-site full-time role with base salary range $51,500 to $60,200 CAD per year plus a discretionary annual bonus program.