Administrative Assistant supporting cardiovascular research directors at the University of Alberta. Managing academic documentation, travel, manuscripts, publications, calendars, and medical education events.
About the role
- Administrative Assistant supporting Investment Advisors and high-net-worth client accounts at CIBC Wood Gundy. Providing bilingual client service, compliance, investment, and business-development support.
Responsibilities
- Provide administrative support to the Investment Advisor team in CIBC Wood Gundy
- Support and service high net worth client accounts
- Maintain compliance standards in client dealings and client files
- Conduct administrative activities and related processes for Investment Advisors and teams
- Participate in marketing and business development activities
- Assist with investment plans and written proposals for prospects and clients
- Assist with directing assets into suitable financial products based on client risk-reward tolerances and demographic profiles
- Respond to client requests and questions while providing an exceptional experience
- Collaborate with the team to meet client needs and connect clients with appropriate opportunities
- Attend local events and participate in marketing and outreach activities
- Build community networks and generate future business opportunities
- Provide timely responses and improve team productivity
- Proactively uncover business opportunities and help direct assets into appropriate financial products
Requirements
- Fluent in French and English to serve clients in the community
- Legally eligible to work at the specified location(s)
- Valid work or study permit where applicable
- May be required to complete an attribute-based assessment and other skills tests, such as French proficiency
- Administrative support experience and knowledge of office administration
- Client service and customer engagement skills
- Business development and marketing activity participation
- Knowledge of investments and financial products
- Critical thinking, organizational efficiency, multitasking, and activity coordination skills
Benefits
- Competitive salary
- Incentive pay
- Banking benefits
- Benefits program
- Defined benefit pension plan
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers social, points-based recognition program
- Paid Purpose Day dedicated to growth and development
- Accessible candidate experience and accommodation support
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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