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 specialists 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.
📌 Cibc Trust Administrator Role In Toronto
🏢 CIBC
📍 Toronto