Job Description & How to Apply Below
Join CIBC's Wood Gundy team as an Investment Administrative Assistant in Nanaimo. Support investment advisors and ensure exceptional client experiences while enhancing your administrative skills.
This role at CIBC requires a proactive approach in supporting investment strategies for high-net-worth clients. Engage with clients personally and assist in developing tailored investment plans. You will thrive in a dynamic, on-site work environment focused on relationship building and assistance.
Key Responsibilities:
• Facilitate administrative activities for investment advisors
• Assist in crafting investment proposals for clients
• Connect with clients to enhance their engagement
• Support marketing initiatives and outreach programs
• Maintain compliance standards in all financial dealings
Requirements:
• Proven experience in office administration
• Strong ability to multitask and organize effectively
• Exceptional communication and interpersonal skills
• Dedication to improving client relationships
• Passion for collaboration and teamwork
Contribute to CIBC’s success by bringing your organizational skills and dedication to client service.
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