Wealth Management Administrative Assistant

CIBC; Courtenay; On-site; CAD 48,000 - 60,000; Full time

Job summary

A leading financial institution is seeking an Administrative Assistant in Courtenay to support the Investment Advisor team. Responsibilities include providing administrative support, maintaining compliance, and enhancing client relationships. Ideal candidates will have strong organizational skills and a passion for client engagement. The position offers a competitive salary and a dynamic work environment.

Benefits

Competitive salary

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

Recognition program

Qualifications

• You need to be legally eligible to work at the location specified.
• Strong organizational skills and attention to detail are essential.
• Ability to engage with clients and be proactive in communications.

Responsibilities

• Provide administrative support to the Investment Advisor team.
• Maintain compliance standards in client dealings and files.
• Connect on a personal level to enhance client relationships.

Skills

Analytical Thinking

Business Development

Customer Experience (CX)

Developing Proposals

Financial Products

Marketing Activities

Work Collaboratively

Job description

A leading financial institution is seeking an Administrative Assistant in Courtenay to support the Investment Advisor team. Responsibilities include providing administrative support, maintaining compliance, and enhancing client relationships. Ideal candidates will have strong organizational skills and a passion for client engagement. The position offers a competitive salary and a dynamic work environment.