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3 дня назад

Administrative Assistant (Banking)

48 880 - 51 840CAD
Формат работы
onsite
Тип работы
fulltime
Английский
b2
Страна
Canada
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Administrative Assistant (Banking): Supporting Investment Advisors and high-net-worth client accounts in CIBC’s Wood Gundy brokerage with an accent on office administration, client service, compliance, and investment support. Focus on coordinating client requests, maintaining compliant files, supporting investment proposals, and building relationships through outreach activities.

Location: Guelph, Ontario, Canada — on-site full-time, Monday through Friday

Annual base salary: CAD 48,880–51,840, plus potential annual discretionary incentive or bonus.

Company

hirify.global is a relationship-oriented Canadian bank, with Wood Gundy serving as its full-service brokerage division for high-net-worth clients.

What you will do

  • Provide administrative support to Investment Advisors and brokerage teams.
  • Maintain compliance standards across client dealings and files.
  • Support investment plans, written proposals, and processes for directing assets into suitable financial products.
  • Respond to client requests and help deliver a high-quality client experience.
  • Participate in marketing, business development, local events, and outreach activities.

Requirements

  • Strong office administration, organizational, multitasking, and communication skills.
  • Ability to support client accounts and maintain accurate, compliant files.
  • Client-first approach, critical thinking, personal initiative, and attention to detail.
  • Must be legally eligible to work in Canada and hold a valid work or study permit where applicable.
  • Willingness to work on-site full-time at the Guelph location.

Culture & Benefits

  • Competitive salary, incentive pay, banking benefits, and a benefits program.
  • Defined benefit pension plan and employee share purchase plan.
  • Vacation offering, wellbeing support, and a social recognition program.
  • Paid Purpose Day dedicated to personal growth and development.
  • Inclusive and accessible candidate and employee experience.

Hiring process

  • The process may include an attribute-based assessment and skills tests.
  • Recruitment may use artificial intelligence tools.

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