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 neededRequirements:- 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 complianceLeverage your analytical thinking and client service skills to facilitate exceptional trust account management with CIBC in Vancouver.#J-18808-Ljbffr