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 recent 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 • Strong 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. #J-18808-Ljbffr

📌 Trust Administrator at CIBC Vancouver (Winnipeg)
🏢 CIBC
📍 Winnipeg