Administrative Assistant - Temporary (REMOTE)

We’re building a relationship-oriented bank for the modern world. CIBC’s Wood Gundy is a full-service brokerage division of CIBC serving our high-net-worth clientele. As an Administrative Assistant, you will be responsible for providing administrative support to an Investment Advisor in our Wood Gundy brokerage. You’ll work closely on an administrative level with the Investment Advisor (IA) and their team as they plan and manage client investments. You’ll play a key part in supporting and servicing high-net-worth client accounts. The Administrative Assistant provides administrative and organizational support to a team of Investment Advisors at CIBC Wood Gundy in order to contribute to the smooth operation of the company’s daily activities.

Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

Administrative Support - 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. Administrative responsibility for client onboarding and all administrative needs related to account opening, transfers, and various account changes. Support the team of Investment Advisors with various administrative projects.

Analytical Skills - Interpret, validate and execute internal and external client requests by establishing new client signature delegations or modifying existing client signature delegations for complex corporate structures, review existing files, and correct documentation deficiencies.

Critical Thinking - Verify documents in accordance with 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. Engagement - Build a personal rapport so that every interaction is meaningful. Strengthen relationships by working with your team and providing administrative support to ensure customer needs are met. Relevant experience in administrative support (an asset). Good knowledge of the Microsoft Office suite (Word, Excel, Outlook).

You have a diploma in secretarial studies, office administration, or equivalent experience.

Your critical thinking skills help to inform your decision making.

You’re fluent in French and English to serve our clients in the community.

We work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs and MomentMakers, our social, points-based recognition program.

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 test (such as simulation, coding, French proficiency).

We use artificial intelligence tools during the recruitment process. Temporary (Fixed Term)

Accountability, Activity Coordination, Interpersonal Communication, Multitasking, Office Administration, Organizational Efficiency, Personal Initiative