Administrative Assistant - Bilingual
CIBC is a Canadian banking company providing personal, business, commercial, wealth-management, investment, lending, payment, and insurance services. It serves individual consumers, businesses, commercial clients, and institutional investors.
Projects
About CIBC
CIBC operates a broad financial-services business with banking centres, online and mobile banking, bank accounts, credit cards, mortgages, loans, lines of credit, investments, money transfers, and insurance products. It also provides business and commercial banking, private wealth, Imperial Service, capital markets, and asset-management services. Its clients include personal banking customers, students, newcomers, seniors, businesses, commercial organizations, and institutional investors.
Skills
About the Role
You will provide administrative support to the Investment Advisor team in a brokerage environment. You will work closely with Advisors as they plan and manage client investments. You will support and service high-net-worth client accounts, maintain compliance standards in client dealings and files, and assist in developing investment plans and written proposals. You will direct assets into suitable financial products based on client risk/reward tolerance and demographic profile, respond to client requests, and help improve team productivity.
Requirements
- Fluency in French and English
Responsibilities
- Maintain compliance standards in client dealings and files
- Conduct administrative activities supporting Investment Advisors and teams
- Engage in marketing and business development activities
- Assist in developing investment plans and written proposals
- Direct assets into suitable financial products based on client profile and risk/reward tolerance
- Respond to client requests and provide an exceptional experience
- Attend local events and participate in marketing and outreach activities
- Improve team productivity and proactively uncover business opportunities
Benefits
- Banking benefits
- Benefits program
- Defined benefit pension plan
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers social recognition program