Step into a pivotal role with CIBC as a Trust Administrator in Vancouver. Engage with clients, support account setup, and maintain asset management to ensure seamless portfolio operations.

As a Trust Administrator, you will assist a Trust Officer in managing a diverse portfolio while accurately opening accounts and processing transactions. Your role includes maintaining up-to-date information and ensuring compliance with CIBC's policies. You'll also be involved in key asset management tasks, setting the stage for impactful client relationships and efficient account administration.

Key Responsibilities:
• Open new trust accounts and maintain client information
• Process remittances and daily transactions accurately
• Assist with asset management, including consolidation and reconciliation




• Engage with clients and stakeholders to provide updates
• Participate in committees and project initiatives as needed

Requirements:
• Enrolled or willing to enroll in STEP CETA1 or related courses
• Robust analytical and critical thinking skills
• Experience in client service and portfolio management
• Ability to manage multiple projects and priorities
• Detail-oriented and committed to compliance

Leverage your analytical thinking and client service skills to facilitate exceptional trust account management with CIBC in Vancouver.
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📌 Trust Administrator at CIBC Vancouver (Ontario)
🏢 CIBC
📍 Ontario