● 招聘公司：CIBC
● 公司简介：加拿大帝国商业银行成立于1867年，是全球领先的金融机构，为加拿大和世界各地的1100多万客户提供全套的产品和服务。创新的文化，以及我们共同的信任、团队合作和责任的价值观，一直使加拿大帝国商业银行被评为加拿大最优秀的雇主之一。● 招聘职位：行政助理
● 职位类型：Part Time ● 职位薪酬：$40,000+ ● 工作内容： - 管理支持-维护客户交易/客户档案中的合规标准。开展管理活动，参与支持IA和团队相关的管理流程。参与所有市场营销和业务发展活动，协助为潜在客户和客户制定投资计划和书面建议。
- 客户参与-通过与您的团队协作和提供管理支持来增强关系，以确保满足客户的需求。
- 关系建设-通过参加当地和市场推广活动，提高CIBC品牌意识。与你的团队紧密合作，将客户与正确的机会联系起来。
- 组织技能-通过及时响应客户请求并在所有文件中维护合规标准来支持投资顾问。
● Responsibilities： - Administrative Support- Maintaining compliance standards in client dealings/client files. Conduct administrative activities and engage in administrative processes associated with supporting the IA(s) and teams. Engage in all marketing and business development activities and assist in the development of investment plans and written proposals for prospects and clients. As determined by the IA, assist in processes to direct assets into suitable financial products based on the client’s risk reward tolerances and demographic profile.
- Client Engagement - Connect on a personal level to make every interaction meaningful. Enhance relationships by collaborating with your team and providing administrative support to ensure client needs are met. Respond to requests by answering questions and providing an exceptional experience.
- Relationship Building - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities. Work closely with your team to connect clients with the right opportunities.
- Organizational Skills – Support Investment Advisors by providing timely responses to client requests and maintaining compliance standards in all files. Enable team success by improving team productivity, proactively uncovering business opportunities, and helping to direct assets into the right financial products.
● 职位要求： - 把客户放在第一位；
- 对人充满热情；
- 热衷于增长知识；
- 你要用心去做。你关心别人，倾听别人的经验并从中学习。
● Requirements： - You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.
- You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity.
- You love to learn. You’re passionate about growing your knowledge, and you know that there is no limit to what you can achieve.
- You engage with your heart and mind. You care about people and you understand different perspectives. You listen and learn from the experience of others.
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