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Administrative Assistant

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CIBC

1mo ago

  • Job
    Full-time
    Junior Level
  • People, HR & Administration
    Banking & Finance
  • Toronto
  • Quick Apply

AI generated summary

  • You have a diploma in Business Administration or similar, 1+ year in admin (finance preferred), strong client focus, attention to detail, critical thinking, passion for relationships, and value-driven.
  • You will support Investment Advisors by managing client files, assisting in investment planning, enhancing client relationships, attending events, and ensuring compliance in all interactions.

Requirements

  • You have a diploma in Business Administration, Accounting, Finance or a similar field of study.
  • You have a minimum of one year of Administrative experience, preferably in finance.
  • 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 understand that success is in the details. Your critical thinking skills help to inform your decision making.
  • You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partner. You build trust through respect and authenticity.
  • Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

Responsibilities

  • 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.
  • 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.

FAQs

What qualifications do I need for this Administrative Assistant position?

You need a diploma in Business Administration, Accounting, Finance, or a similar field, along with a minimum of one year of administrative experience, preferably in finance.

Will I have opportunities to grow within the company?

Yes, CIBC is committed to your professional development and provides opportunities to tap into your potential, making a career rather than just a job.

What types of benefits does CIBC offer?

CIBC offers a competitive salary, incentive pay, banking benefits, a comprehensive benefits program, a defined benefit pension plan, an employee share purchase plan, vacation offerings, and wellbeing support.

What is the work schedule for this position?

The employment type is regular, and the weekly hours are 37.5.

Is prior experience in finance necessary for this role?

While not strictly necessary, having prior administrative experience in finance is preferred to ensure familiarity with the industry.

How does CIBC support diversity and inclusion in the workplace?

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong and encourages applicants with a wide range of abilities.

What kind of administrative tasks will I be performing in this role?

You will maintain compliance standards in client dealings, assist with marketing and business development activities, support Investment Advisors, and help manage client accounts.

Are there opportunities for networking and client engagement in this position?

Yes, you will have opportunities to heighten CIBC brand awareness in your community through local events and outreach activities, facilitating relationship-building with clients.

Will I need to complete any assessments during the application process?

Yes, you may be asked to complete an attribute-based assessment and other skills tests related to the job, such as simulations and proficiency tests in tools like MS Office.

What are the core values that CIBC emphasizes for team members?

CIBC values trust, teamwork, and accountability, encouraging employees to bring their authentic selves to work and engage with clients meaningfully.

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CIBC

Ambitions Made Real

Finance
Industry
10,001+
Employees
1961
Founded Year

Mission & Purpose

The Canadian Imperial Bank of Commerce (CIBC) is a major financial institution that provides a wide range of banking and financial services. CIBC's ultimate mission is to be a leading, innovative financial institution that helps clients achieve their financial goals. The bank's purpose is rooted in delivering trusted advice and exceptional service to individuals, businesses, and communities. CIBC is committed to fostering economic growth, supporting financial well-being, and contributing to the overall prosperity of its clients and the regions it serves. With a focus on integrity and customer satisfaction, CIBC plays a vital role in the Canadian and international financial landscape, offering solutions that span banking, wealth management, and capital markets to meet the diverse needs of its stakeholders.

Benefits

  • Financial health

    Rewards and resources to support your short and long-term financial goals. At a glance: 50% employee share matching plan, Employee Banking Offer including free banking services, credit cards and more, Defined Benefit Pension Plan that provides you with a secure retirement for life

  • Mental health

    Resources to support your mental health and increase your resiliency. At a glance: Mental health therapy covered at 100% and $5,000 per person per year, Online and in-person counselling, Shareable mental health video library, Mindfulness education and practice tools