Cibc - Administrative Assistant - Wood Gundy

5 months ago

Montréal, Canada CIBC Full time

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit

What you'll be doing

CIBC’s Wood Gundy is a 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 an Investment Advisor in our Wood Gundy brokerage. You’ll work closely on an administrative level with the Investment Advisor (IA) and their team as they plan and manage client investments. You’ll play a key part in supporting and servicing high-net-worth client accounts. You’ll provide ongoing support to a team that goes above and beyond for their clients. This position is a great opportunity to learn the investment business in a professional, dynamic work environment with one of Canada's leading brokerages.
- At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview._

How you'll succeed- Administrative Support - Maintain compliance standards when dealing with clients or handling client files. Perform administrative duties and participate in administrative processes related to Investment Advisor and team support.- Analytical Skills - Interpret, validate and execute internal and external client requests by establishing new client signature delegations or modifying existing client signature delegations for complex corporate structures, review existing files, and correct documentation deficiencies.- Critical Thinking - Verify documents in accordance with established signature delegation procedures to confirm that documents received from clients are complete and properly signed. Enable and document the implementation of new products and changes to existing products. Close gaps in signing authority documents, escalate unresolved issues or engage appropriate internal partners to facilitate resolution.- Engagement - Build a personal rapport so that every interaction is meaningful. Strengthen relationships by working with your team and providing administrative support to ensure customer needs are met. Follow through on requests by answering questions and providing an exceptional experience.- Organizational Skills - Support Investment Advisor by responding quickly to client requests and maintaining compliance standards on all files.

Who you are- You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.- You engage with your heart and mind. You care about people and understand different perspectives. You listen and learn from the experiences of others.- You understand that success is in the details. Your critical thinking skills help to inform your decision making.- You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partner. You build trust through respect and authenticity.- Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.- You’re fluent in French and English to serve our clients in the community.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.- 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.- Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.- We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
- Subject to plan and program terms and conditions

What you need to knowYou need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

Job Location

Montreal-1 Place Ville Marie

Employment Type

Regular

Weekly Hours

37.5

**Skills**:
Activity Coordination, Banking, Client Relationship Management, Interpersonal Communication, Investments, Multitasking, Office Administration, Organizational Efficiency, Taking Initiative

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