Office Manager at HEIMPLANET with a focus on preparatory accounting. Role includes financial management, sales support, and process optimization in a hybrid work environment.
About the role
- Administrative Assistant providing essential support to the Investment Advisor team in CIBC’s Wood Gundy brokerage. Engaging with clients and ensuring compliance in a dynamic work environment.
Responsibilities
- Provide administrative support to the Investment Advisor team in Wood Gundy brokerage
- Work closely with Advisors as they plan and manage client investments
- Assist in processes to direct assets into suitable financial products based on client risk tolerance
- Connect with clients to ensure their needs are met
- Attend local events and participate in marketing and outreach activities
- Support Advisors by providing timely responses to client requests and improve team productivity
Requirements
- Fluent in French and English
- Ability to connect with clients on a personal level
- Maintain compliance standards in client dealings/client files
- Knowledge in investments and financial products
- Excellent organizational skills
- Experience in administrative activities and processes
- Strong client engagement and relationship-building skills
- Critical thinking skills for decision making
Benefits
- Competitive salary
- Incentive pay
- Banking benefits
- Benefits program*
- Defined benefit pension plan*
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers, our social, points-based recognition program
- Purpose Day; a paid day off for your growth and development.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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