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CIBC

Runs banking and investment services across North America

Administrative Assistant - Bilingual

Administrative SupportConfirmed live in the last 24 hours
Full-timeSherbrooke, QC, Canada

About the Job

Requirements

  • Fluency in French and English is required to serve clients in the community.
  • Be legally eligible to work at the specified location and, where applicable, hold a valid work or study permit.

Responsibilities

  • Provide administrative support to the Investment Advisor team in the Wood Gundy brokerage while they plan and manage client investments.
  • Support and service high net worth client accounts.
  • Maintain compliance standards when dealing with clients or handling client files.
  • Perform administrative duties and participate in administrative processes related to Investment Advisor and team support.
  • Interpret, validate, and execute internal and external client requests by establishing or modifying client signature delegations for complex corporate structures.
  • Review existing files and correct documentation deficiencies.
  • Verify documents under established signature delegation procedures to confirm that documents received from clients are complete and properly signed.
  • Enable and document the implementation of new products and changes to existing products.
  • Close gaps in signing authority documents, escalate unresolved issues, or engage appropriate internal partners to facilitate resolution.
  • Build rapport and strengthen client relationships by working with the team and providing administrative support to meet customer needs.
  • Follow through on requests by answering questions and providing a positive client experience.
  • Respond quickly to client requests and maintain compliance standards on all files.

About the Company

CIBC

Runs banking and investment services across North America

CIBC runs personal and business banking, wealth management and capital markets businesses for clients in Canada and the United States. Its Canadian retail bank pairs banking centres and contact centres with mobile and online services, while its U.S. business focuses on commercial clients and private wealth. Customers use its accounts, mortgages, loans and investment services to manage cash, borrow and invest. The bank earns interest on lending, charges account and advisory fees, and generates revenue from securities trading and investment management. CIBC was formed by a bank merger in 1961, with operating roots dating to 1867, and is headquartered in Toronto, Ontario.

Company size
10,001+
Company stage
Not listed
Total funding
Not listed
Headquarters
Toronto, Canada
Founded
1961

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