Investment Admin Assistant: Client & Advisor Support

CIBC; Eastern Ontario; On-site; CAD 40,000 - 55,000; Full time

Job summary

A leading Canadian banking institution in Kingston is seeking an Administrative Assistant to provide essential support to the Investment Advisor team. The role offers a dynamic work environment to engage with high net worth clients and requires strong multitasking, organizational skills, and a commitment to client success. Candidates should have a diploma in Business Administration or related fields and administrative experience, preferably in finance.

Benefits

Competitive salary

Incentive pay

Banking benefits

Defined benefit pension plan

Employee share purchase plan

Wellbeing support

Social recognition program

Qualifications

• Minimum of one year of Administrative experience, preferably in finance.
• Completion of the Canadian Securities Course (CSC) or Conduct & Practice Handbook (CPH) is an asset.
• Must be open to becoming IR licensed within 6-12 months of hire.

Responsibilities

• Provide administrative support to the Investment Advisor team.
• Maintain compliance standards in client dealings and client files.
• Connect with clients to enhance relationships and respond to requests.

Skills

Accountability

Activity Coordination

Interpersonal Communication

Multitasking

Office Administration

Organizational Efficiency

Personal Initiative

Education

Diploma in Business Administration, Accounting, Finance or similar

Job description

A leading Canadian banking institution in Kingston is seeking an Administrative Assistant to provide essential support to the Investment Advisor team. The role offers a dynamic work environment to engage with high net worth clients and requires strong multitasking, organizational skills, and a commitment to client success. Candidates should have a diploma in Business Administration or related fields and administrative experience, preferably in finance.