Transform your career at CIBC as a Trust Account Administrator, focusing on client engagement and portfolio management. Join a culture that values your input and fosters professional growth.

In this position, you will assist a Trust Officer and undertake essential administrative functions for trust accounts. Responsibilities include opening current accounts, preparing key documents, and maintaining accurate client and asset records. Your dedication to compliance and skill in managing varied portfolios will enhance the client experience and contribute to overall team success.

Key Responsibilities:
• Process account openings and maintain accurate records
• Handle daily transactions and account remittances
• Assist in management of asset values and liabilities




• Foster client relationships through effective communication
• Participate in projects and compliance initiatives regularly

Requirements:
• Interest in enrolling in STEP CETA1 or related education
• Strong analytical and transaction banking skills
• Proven client service experience with a focus on details
• Ability to collaborate on projects and adhere to policies
• Organized approach to managing tasks and priorities

Drive client satisfaction and achieve career growth as a Trust Account Administrator at CIBC.
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📌 Trust Account Administrator at CIBC (Ontario)
🏢 CIBC
📍 Ontario