Administrative Assistant, Wood Gundy-bilingual

CIBC

Montréal, Canada
Fully remote
Administrative duties and processes
Client onboarding and account administration
Microsoft office suite proficiency
Provide administrative support to Investment Advisors in CIBC's Wood Gundy brokerage, servicing high-net-worth clientele

Job Summary

  • Provide administrative support to Investment Advisors in CIBC's Wood Gundy brokerage, servicing high-net-worth clientele.
  • Responsible for client onboarding, account administration, and supporting Investment Advisors with various administrative projects.
  • This role offers an opportunity to learn the investment business in a professional, dynamic work environment with one of Canada's leading brokerages.

Matching Summary

Provide administrative support to Investment Advisors in CIBC's Wood Gundy brokerage, servicing high-net-worth clientele.

Skills & Requirements

Must-have

  • Administrative duties and processes
  • Client onboarding and account administration
  • Microsoft Office suite proficiency
  • Bilingual in French and English
  • Maintain compliance standards

Nice-to-have

  • Relationship-oriented banking
  • Professional and dynamic work environment
  • Thorough and attentive to detail
  • Strong team spirit
  • Critical thinking skills

Key Requirements

  • Diploma in secretarial studies, office administration, or equivalent experience
  • Legally eligible to work in Canada

Work Rights

Not specified

Tailored Resume

Cover Letter