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Administrative Assistant

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CIBC

15d ago

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

AI generated summary

  • You prioritize clients, engage authentically, focus on details, value diverse relationships, and embody trust, teamwork, and accountability. Accommodations available for applicants.
  • You will provide administrative support, engage with clients, build relationships, enhance CIBC’s brand, and ensure compliance while assisting investment advisors in managing client needs.

Requirements

  • 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.
  • CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com.
  • You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
  • We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Responsibilities

  • Administrative Support - 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.
  • Client Engagement - 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.
  • Relationship Building - 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.
  • Organizational Skills - 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 is the primary responsibility of the Administrative Assistant at CIBC’s Wood Gundy team?

The primary responsibility is to provide administrative support to the Investment Advisor team and assist in servicing high net worth client accounts.

What are the working hours for this position?

The working hours for this position are full-time, Monday through Friday, totaling 37.5 hours per week.

Is prior experience in the financial services industry required for this role?

While prior experience in the financial services industry may be beneficial, it is not explicitly stated as a requirement for this role.

Will there be opportunities for career development and growth?

Yes, CIBC is committed to employee growth and development, offering initiatives like Purpose Day, which is a paid day off dedicated to personal and professional development.

What type of skills are important for this Administrative Assistant role?

Important skills for this role include analytical thinking, customer experience, developing proposals, and the ability to work collaboratively.

How does CIBC ensure an inclusive work environment?

CIBC is committed to creating an inclusive environment where all team members and clients feel they belong and provides an accessible candidate experience for applicants with a wide range of abilities.

Are there any employee benefits provided?

Yes, CIBC offers a competitive salary, incentive pay, banking benefits, a benefits program, a defined benefit pension plan, and additional support through wellbeing initiatives.

What should applicants know about the location of this job?

The job is located in Toronto at 181 Bay St. on the 6th floor.

What is expected in terms of client engagement for this position?

The role requires connecting with clients on a personal level to enhance relationships and ensure that client needs are met through exceptional service.

Is there a focus on community involvement in this role?

Yes, the position encourages attendance at local events and participation in marketing and outreach activities to heighten CIBC brand awareness in the community.

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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