Administrative Assistant

Elevate your career as an Administrative Assistant with CIBC’s Wood Gundy team in Fredericton. Provide critical support in client investment management, enhancing relationships and ensuring compliance.

This full-time, on-site role focuses on delivering comprehensive administrative assistance to Investment Advisors. You'll play a pivotal role in supporting high net worth clients, coordinating client interactions, and managing essential documentation. CIBC seeks individuals committed to maintaining high standards while working in a dynamic environment focused on client success.

Key Responsibilities:

• Provide administrative support to Investment Advisors

• Maintain compliance standards in client files

• Engage in marketing and business development activities

• Enhance client relationships through personalized service

• Assist in developing investment plans and proposals

Requirements:

• Diploma in Business Administration, Accounting, or Finance

• Minimum one year of administrative experience, preferably in finance

• Completion of Canadian Securities Course or willing to enroll

• Strong communication and organizational skills

• Ability to connect with clients and engage effectively

Support the CIBC Wood Gundy team and enhance your administrative skills while making a significant client impact.