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ADMINISTRATIVE ASSISTANT, CIBC WOOD GUNDY, DOWNTOWN MONTREAL

 * FULL TIME
 * MONTRÉAL - QUEBEC
 * POSTED 2 DAYS AGO
 * CANADIAN IMPERIAL BANK OF COMMERCE


OVERVIEW


ADMINISTRATIVE ASSISTANT, CIBC WOOD GUNDY, DOWNTOWN MONTREAL JOBS IN MONTREAL,
QUEBEC AT CANADIAN IMPERIAL BANK OF COMMERCE



Title: Administrative Assistant, CIBC Wood Gundy, Downtown Montreal

Company: Canadian Imperial Bank of Commerce

Location: Montreal, Quebec

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 CIBC.com

Job Description

What you’ll be doing

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 work closely with the team of Advisors 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 Brokerage.

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 in client
dealings/client files. Conduct administrative activities and engage in
administrative processes associated with supporting the IA(s) and teams. Assist
in the development of investment plans and written proposals for prospects and
clients. 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.

* Organizational Skills – Support Investment Advisors by providing timely
responses to client requests and maintaining compliance standards in all files.
Enable team success by improving team productivity, proactively uncovering
business opportunities, and helping to direct assets into the right financial
products.

* Client Engagement – Connect on a personal level to make every interaction
meaningful. Enhance relationships by collaborating with your team and providing
administrative support to ensure client needs are met. Respond to requests by
answering questions and providing an exceptional experience.

* 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. Work closely with your team to connect clients with the right
opportunities.

Who you are

* You know that details matter. You notice things that others don’t. Your
critical thinking skills help to inform your decision making.

* You have a good knowledge of MS Office suite, especially Excel

* 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’re passionate about people. You find meaning in relationships, and
surround yourself with a diverse network of partner. You build trust through…

To apply for this job email your details to info@getcanadianjobs.com


ABOUT CANADIAN IMPERIAL BANK OF COMMERCE




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