Use office administration and client service skills to support investment teams at CIBC Wood Gundy. This is an on-site full-time position, Monday through Friday.
As an Administrative Assistant, you will support Investment Advisors serving high net worth clientele through CIBC's full-service brokerage division. You will conduct administrative activities, maintain organized and compliant client files, and provide timely responses to requests. Your work will also support client engagement, marketing, business development, investment proposals, and processes directing assets into suitable financial products based on client profiles and risk-reward tolerances.
Key Responsibilities:
- Conduct administrative activities for Investment Advisors and teams
- Keep client files compliant and organized
- Provide timely answers and exceptional client experiences
- Support marketing and business development initiatives
- Help develop investment plans and proposals
Requirements:
- Diploma in Business Administration, Accounting, Finance, or related studies
- At least one year of administrative experience
- Preferably experience in finance
- Ability to multitask and coordinate activities
- Commitment to accountability, communication, and organizational efficiency
Apply administrative expertise, financial services interest, and client-focused communication while supporting CIBC Wood Gundy Advisors.
Financial Services Administrative Assistant in Calgary employer: CIBC
CIBC is an exceptional employer that fosters a dynamic and collaborative work culture in the heart of Toronto. As an Equity Research Associate intern, you will gain invaluable insights and hands-on experience in global markets while working alongside industry experts, all within a supportive environment that prioritizes employee growth and development. With competitive compensation and a commitment to nurturing talent, CIBC stands out as a rewarding place for aspiring finance professionals.
