Administrative Assistant in Collingwood

Position: CIBC Administrative Assistant in Collingwood
Elevate client experiences as an Administrative Assistant with CIBC's Wood Gundy team in Collingwood, Ontario. Provide pivotal support to Investment Advisors and help manage high net worth client investments.

In this role, you will be an essential part of CIBC's brokerage division, dedicated to providing exceptional administrative support. Collaborate with advisors to enhance operations and directly influence client satisfaction. This is an excellent opportunity to immerse yourself in the investment business within a professional setting.

Key Responsibilities:

• Provide administrative support to Investment Advisor team

• Assist in developing investment plans and proposals

• Maintain client files and compliance standards

• Connect with clients to enhance service experiences

• Participate in marketing and outreach activities

Requirements:

• Strong organizational and multitasking skills

• Previous experience in office administration preferred

• Excellent communication skills for client engagement

• Ability to handle sensitive information discreetly

• Passion for building client relationships in finance

Bring your administrative expertise and passion for client service to CIBC's Wood Gundy in Collingwood.
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