Administrative Assistant Job Calgary area,Alberta Canada,Administrative/Clerical

Overview As an Administrative Assistant, you will provide administrative support to the Investment Advisor team within CIBC’s Wood Gundy brokerage. You’ll work closely with the team of Advisors as they plan and manage client investments and will play a key part in supporting and servicing high net‑worth client accounts in a professional, dynamic work environment.
Responsibilities   Maintain compliance standards in client dealings and client files.
Conduct administrative activities and support the Investment Advisor(s) and their teams.
Assist in marketing and business development activities; contribute to the development of investment plans and written proposals for prospects and clients.
Help direct assets into suitable financial products based on client risk/reward tolerance and demographic profile, as determined by the IA.
Respond to client requests, answer questions and provide an exceptional experience.
Build and maintain client relationships; coordinate local events and outreach activities to generate future opportunities.
Support Investment Advisors by providing timely responses to client requests and maintaining compliance standards in all files.
Qualifications   Strong organizational and multitasking skills.
Attention to detail and ability to maintain compliance standards.
Effective communication and relationship‑building abilities.
Proactive, self‑motivated, and able to work independently and as part of a team.
Benefits   Competitive salary and incentive pay.
Banking benefits and a benefits program.
* Defined benefit pension plan*.
Employee share purchase plan.
Vacation offering.
Wellbeing support.
Moment Makers, a points‑based recognition program.
Additional Information

Job Location:

500 Centre Street SE.

Employment Type:

Regular.
Weekly

Hours:

37.5.
Skills   Accountability
Activity Coordination
Communication
Multitasking
Office Administration
Organizational Efficiency
Personal Initiative
Inclusivity Statement CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We provide an accessible candidate experience and welcome applicants with diverse abilities.

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