About this role
Support CIBC's Wood Gundy team as an Administrative Assistant in Montreal, QC, where you will enhance client interactions and provide essential administrative support. This role is perfect for those looking to learn about investment management in a professional environment.
The Administrative
Assistant role at CIBC involves assisting the Investment Advisors by maintaining compliance, supporting client accounts, and engaging in business development activities. You'll work closely with Advisors to help devise investment proposals and strategies tailored to high net worth clients. This position fosters growth as you build relationships and gain insights into the brokerage business. Key Responsibilities:
• Maintain compliance standards in client files
• Assist Investment Advisors with proposals and marketing activities
• Provide exceptional service by responding to client inquiries
• Attend local events to enhance brand awareness
• Support team productivity by facilitating client requests Requirements:
• Fluent in French and English
• Strong organizational skills in administrative functions
• Experience in customer experience or business development
• Ability to analyze financial products
• Excellent critical thinking capabilities Bring your administrative expertise and client-focused approach to make a difference with CIBC's prestigious Wood Gundy team in Montreal.