Administrative Assistant - Bilingual

CIBC•Montreal, QC

3d•Hybrid

About The Position

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. 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.

Requirements

You're fluent in French and English to serve our clients in the community.
Accountability
Activity Coordination
Communication
Multitasking
Office Administration
Organizational Efficiency
Personal Initiative

Responsibilities

Maintain compliance standards in client dealings/client files.
Conduct administrative activities and engage in administrative processes associated with supporting the IA(s) and teams.
Engage in all marketing and business development activities and 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.
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.
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.
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.

Benefits

competitive salary
incentive pay
banking benefits
a benefits program
defined benefit pension plan
an employee share purchase plan
a vacation offering
wellbeing support
MomentMakers, our social, points-based recognition program
Purpose Day; a paid day off dedicated for you to use to invest in your growth and development