Assistant team assistant

3 weeks ago

Canada Canadian Imperial Bank of Commerce Full time

CIBC - Administrative Assistant - Wood Gundy - Montreal - Bilingual page is loaded CIBC - Administrative Assistant - Wood Gundy - Montreal - Bilingual
Apply locations Montréal, QC Laval, QC time type Full time posted on Posted 30+ Days Ago job requisition id 2406365 We’re building a relationship-oriented bank for the modern world. CIBC’s Wood Gundy team is the full-service brokerage division of CIBC serving our high net worth clientele. As an Administrative Assistant you will be responsible for providing administrative support to the Investment Advisor team in our Wood Gundy brokerage. You’ll play a key part in supporting and servicing high net worth client accounts. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.
Administrative Support - Maintain compliance standards in client dealings/client files. Conduct administrative activities and engage in administrative processes associated with supporting the IA(s) and teams. As determined by the IA, assist in processes to direct assets into suitable financial products based on the client’s risk reward tolerances and demographic profile.
Enhance relationships by collaborating with your team and providing administrative support to ensure client needs are met. Relationship Building - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities. Enable team success by improving team productivity, proactively uncovering business opportunities, and helping to direct assets into the right financial products.
Your critical thinking skills help to inform your decision making.
You find meaning in relationships, and surround yourself with a diverse network of partner. You're fluent in French and English to serve our clients in the community.
We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit .
Accountability, Activity Coordination, Interpersonal Communication, Multitasking, Office Administration, Organizational Efficiency, Taking Initiative Similar Jobs (5)
CIBC - Administrative Assistant - Wood Gundy - Montreal - Bilingual
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locations Montréal, QC time type Full time posted on Posted 15 Days Ago CIBC - Estate Planning Assistant - Wood Gundy - Montreal - Bilingual
locations Montréal, QC time type Full time posted on Posted 16 Days Ago At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.
Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us. #

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