Wealth Investment Admin Assistant

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

Job summary

A leading Canadian bank in Fredericton is seeking an Administrative Assistant for its Wood Gundy team. This role involves providing comprehensive administrative support to Investment Advisors, fostering client relationships, and maintaining compliance standards. The ideal candidate will possess strong organizational and communication skills, be client-focused, and effectively support the team’s goals in a collaborative environment. This is a great opportunity to learn about the investment business with competitive pay and benefits.

Benefits

Competitive salary

Banking benefits

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

Responsibilities

• Provide administrative support to the Investment Advisor team.
• Maintain compliance standards in client dealings.
• Enhance client relationships through effective communication.
• Support marketing and business development activities.

Skills

Accountability

Communication

Client Service

Organizational Efficiency

Critical Thinking

Teamwork

Job description

A leading Canadian bank in Fredericton is seeking an Administrative Assistant for its Wood Gundy team. This role involves providing comprehensive administrative support to Investment Advisors, fostering client relationships, and maintaining compliance standards. The ideal candidate will possess strong organizational and communication skills, be client-focused, and effectively support the team’s goals in a collaborative environment. This is a great opportunity to learn about the investment business with competitive pay and benefits.