Elevate client relationships as a Trust Administrator at CIBC's Vancouver branch. You'll manage accounts, prepare crucial documentation, and enhance asset management for diverse clients.
In this role, you'll support a Trust Officer, ensuring accurate opening of recent accounts and maintaining information updates. Key tasks include processing remittances, managing asset and liability statements, and overseeing daily transactions. Your focus will be on strict adherence to CIBC policies while engaging with clients and professional partners to foster relationships that matter.
Key Responsibilities:
• Administer portfolios ensuring efficient account management • Open new trust accounts accurately and timely • Prepare and maintain comprehensive asset management reports • Process daily transactions while minimizing overdrafts • Develop client relationships through regular interaction
Requirements: • Enrolled or willing to enroll in STEP and CSI courses • Strong analytical thinking and client service skills • Experience in transaction banking and investment portfolios • Detail-oriented with critical thinking capabilities • Commitment to CIBC values: trust, teamwork, accountability
Make a meaningful impact at CIBC by blending expertise in trust administration with dedicated client service. #J-18808-Ljbffr
📌 Trust Administrator in Vancouver Branch (Winnipeg)
🏢 CIBC
📍 Winnipeg