Administrative Assistant

CIBC

Regina, Canada
Maintain compliance standards
Support investment advisor team
Client file management
As an Administrative Assistant, you will be responsible for providing administrative support to the Investment Advisor team in our Wood Gundy brokerage, playing a key part in supporting and servicing high net worth client accounts

Job Summary

  • As an Administrative Assistant, you will be responsible for providing administrative support to the Investment Advisor team in our Wood Gundy brokerage, playing a key part in supporting and servicing high net worth client accounts.
  • You will enhance relationships by collaborating with your team and providing administrative support to ensure client needs are met, responding to requests by answering questions and providing an exceptional experience.
  • At CIBC, your goals are a priority, and they aspire to give you a career rather than just a paycheck, offering a competitive salary, incentive pay, banking benefits, and a defined benefit pension plan.

Matching Summary

As an Administrative Assistant, you will be responsible for providing administrative support to the Investment Advisor team in our Wood Gundy brokerage, playing a key part in supporting and servicing high net worth client accounts.

Skills & Requirements

Must-have

  • Maintain compliance standards
  • Support Investment Advisor team
  • Client file management
  • Marketing and business development
  • Develop investment plans
  • Respond to client requests

Nice-to-have

  • Engage with purpose
  • Go the extra mile
  • Engage with heart and mind
  • Critical thinking skills
  • Passionate about people
  • Build trust through respect

Key Requirements

  • Canadian Securities Course (CSC) or Conduct & Practice Handbook (CPH) or obtain within 12 months
  • Legally eligible to work in Canada
  • Attribute-based assessment and skills test may be required

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter