Administrative Associate
2 weeks ago
Join the SMA Investment Group at CIBC Wood Gundy as an Administrative Assistant.
Are you organized, detail-oriented, and excited to support a premier wealth management team? The SMA Investment Group at CIBC Wood Gundy is looking for a motivated Administrative Assistant to play an essential role in managing client files and communications.
This is your opportunity to work closely with high-net-worth clients and a dynamic advisory team in a prestigious financial institution.
What You'll Do:
-Organize and maintain confidential client files with accuracy and discretion
-Act as a primary communication liaison between clients and the SMA Investment Group
-Coordinate meetings, appointments, and client interactions to ensure smooth operations
-Prepare client reports, correspondence, and personalized documentation
-Support the day-to-day administrative functions vital to our wealth management services
What We're Looking For:
-Exceptional organizational skills and attention to detail in handling sensitive client information
-Strong written and verbal communication skills with a client-focused approach
-Ability to work efficiently in a fast-paced environment while maintaining professionalism
-Proficiency with office software and willingness to learn specialized tools used at CIBC Wood Gundy
-A proactive mindset dedicated to teamwork and client satisfaction
- Canadian Securities Course completed or completed within the first 6 months of hire date
Why Join Us?
Become a crucial part of the SMA Investment Group and contribute to helping clients reach their financial goals. This role offers hands-on experience in wealth management within a supportive and respected environment, with excellent opportunities for growth and professional development.
Ready to make an impact supporting a top-tier investment team? Apply today and join the SMA Investment Group at CIBC Wood Gundy
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