Investment Administrative Assistant - High Net Worth Support

CIBC; Northwestern Ontario; On-site; CAD 40,000 - 50,000; Part time

Job summary

A leading Canadian bank seeks an Administrative Assistant for its Wood Gundy brokerage team in Thunder Bay. The role involves providing essential administrative support to Investment Advisors and ensuring high client engagement. Ideal candidates will have a diploma in Business Administration or a related field, at least one year of administrative experience, and will engage meaningfully with clients to enhance experiences. Opportunities for professional development and a temporary position with competitive compensation await.

Benefits

Competitive compensation

Wellbeing support

Employee assistance programs

Recognition programs

Qualifications

• Minimum one year of administrative experience, preferably in finance.
• Completion of Canadian Securities Course (CSC) or willingness to obtain.
• Strong engagement with clients and attention to detail.

Responsibilities

• Provide administrative support to the Investment Advisor team.
• Connect personally with clients and respond to their needs.
• Enhance CIBC brand awareness through community engagement.

Skills

Analytical Thinking

Business Development

Customer Experience (CX)

Work Collaboratively

Education

Diploma in Business Administration or related field

Job description

A leading Canadian bank seeks an Administrative Assistant for its Wood Gundy brokerage team in Thunder Bay. The role involves providing essential administrative support to Investment Advisors and ensuring high client engagement. Ideal candidates will have a diploma in Business Administration or a related field, at least one year of administrative experience, and will engage meaningfully with clients to enhance experiences. Opportunities for professional development and a temporary position with competitive compensation await.