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CIBC

Runs banking and investment services across North America

Administrative Assistant

Administrative SupportConfirmed live in the last 24 hours
Part-timeVictoriaville, QC, CanadaNo salary listed

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.
  • Demonstrate accountability, activity coordination, communication, multitasking, office administration, organizational efficiency, and personal initiative.

Responsibilities

  • Maintain compliance standards in client dealings and client files.
  • Conduct administrative activities and processes supporting Investment Advisors and their teams.
  • Participate in marketing and business development activities and assist in developing investment plans and written proposals for prospects and clients.
  • As determined by the Investment Advisor, assist with directing assets into suitable financial products based on clients’ risk-reward tolerances and demographic profiles.
  • Collaborate with the team and provide administrative support to meet client needs; respond to requests and answer questions.
  • Attend local events and participate in marketing and outreach activities to increase brand awareness and build community connections.
  • Provide timely responses to client requests and maintain compliance standards in files.
  • Support team productivity, uncover business opportunities, and help direct assets into appropriate financial products.

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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