Join CIBC as a Trust Administrator based in Toronto, assisting in portfolio administration and fostering client relationships. Elevate your career by ensuring compliance and effective asset management.
In this role, you will support a Trust Officer and manage the administration of trust accounts. Your tasks will include accurate account openings, preparing correspondence, and maintaining essential client information. Collaborating with clients and professionals will be crucial as you assist in comprehensive asset management and transaction processing to drive client satisfaction.
Key Responsibilities:
• Assist in the administration of trust account portfolios
• Ensure timely processing of transactions and remittances
• Maintain asset valuations and cost bases accurately
• Develop relationships with clients and stakeholders for effective monitoring
• Contribute to team projects and committee participation
Requirements:
• Enrollment in STEP CETA1 or related trust administration courses
• Excellent client engagement and service skills
• Demonstrated analytical and cash flow analysis abilities
• Capacity to handle multiple responsibilities effectively
• Adherence to compliance standards and detail orientation
Utilize your expertise in client service and account management to make a meaningful impact at CIBC in Toronto.
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📌 CIBC Trust Administrator Role in Toronto (Ontario)
🏢 CIBC
📍 Ontario