Investment Admin Assistant for High-Value Client Care

CIBC; Victoria; On-site; CAD 48,000 - 54,000; Full time

Job summary

A leading Canadian bank is seeking an Administrative Assistant for their Investment Advisor team in Victoria. The role involves maintaining client files, engaging in marketing activities, and enhancing client relationships. Suitable candidates should have a year of administrative experience, strong communication skills, and a client-first approach. This position offers a competitive salary along with numerous benefits promoting growth and well-being.

Benefits

Competitive salary

Incentive pay

Banking benefits

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

Social recognition program

Qualifications

• Minimum of one year of administrative experience, preferably in finance.
• Strong interpersonal skills and client-centric approach.
• Critical thinking for informed decision making.
• Values teamwork, trust, and accountability.

Responsibilities

• Provide administrative support to the Investment Advisor team.
• Engage in marketing and business development activities.
• Ensure compliance standards in client dealings and files.
• Connect with clients for exceptional service and relationship building.

Skills

Accountability

Communication

Organizational Efficiency

Multitasking

Personal Initiative

Activity Coordination

Office Administration

Job description

A leading Canadian bank is seeking an Administrative Assistant for their Investment Advisor team in Victoria. The role involves maintaining client files, engaging in marketing activities, and enhancing client relationships. Suitable candidates should have a year of administrative experience, strong communication skills, and a client-first approach. This position offers a competitive salary along with numerous benefits promoting growth and well-being.