Excel as an Administrative Associate at CIBC Wood Gundy in Granby, focusing on building relationships with high net worth clients and providing exceptional investment support.
In your role, you will partner with a team of Investment Advisors, supporting them in managing client portfolios. Your responsibilities will include compliance maintenance, critical document verification, and proposal development. By maximizing your organizational skills, you will contribute to improving team efficiency and uncovering new business leads.
Key Responsibilities:
• Maintain compliance standards on client files
• Verify documents and resolve signing authority issues
• Develop investment proposals for clients
• Respond to client requests and enhance service quality
• Assist in allocating assets to appropriate financial products
Requirements:
• Current Investment Representative accreditation
• Knowledge of Financial Services or Brokerage
• Bilingual in French and English...