Overview
Investment Support Administrative Assistant Jobs in Toronto, Canada at CIBC
Become an integral part of CIBC’s Wood Gundy team as an Administrative Assistant. Support Investment Advisors and contribute to superior client services in Toronto’s vibrant financial district.
In this full-time role, you’ll assist the Investment Advisor team in managing high net worth client accounts. Your efforts will enable Advisors to enhance client interactions and create impactful investment plans. Ideal candidates will have strong administrative experience, particularly in finance, and a passion for building relationships.
Key Responsibilities:
• Assist Advisors with administrative tasks and compliance
• Respond to and track client inquiries and requests
• Contribute to the development of investment proposals
• Support marketing initiatives to build client engagement
• Network with clients and community to enhance CIBC’s presence
Requirements:
• Diploma in Business, Accounting, Finance or related field
• At least one year of relevant administrative experience
• Strong skills in Microsoft Excel and Power Point
• Ability to handle multiple priorities effectively
• Client-first approach with strong critical thinking skills
Join CIBC and leverage your skills in a role focused on enhancing client relationships and maximizing investment potential.
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Title: Investment Support Administrative Assistant
Company: CIBC
Location: Toronto, Canada
Category:
