Join CIBC as a Full-Time Estate Planning Assistant in Toronto, focusing on client services and insurance administration. Make a positive impact in an empowering workplace.
Supporting both Head Office and Estate Planning Specialists, the Estate Planning Assistant handles essential documents, manages client requests, and enhances services through marketing initiatives. You’ll play a key role in processing life insurance applications and preparing educational seminars for clients, ensuring their needs are prioritized.
Key Responsibilities:
• Verify completeness of life insurance applications and forward them • Ensure timely distribution of client anniversary notifications • Create insurance illustrations using provided software • Organize promotional events and client workshops • Support documentation and maintain comprehensive client records
Requirements: • Background in customer service, estate planning, or sales • Business degree/diploma; open to obtaining LLQP certification • Detail-oriented with excellent analytical skills • Robust commitment to client satisfaction and service • On-site availability during regular business hours
Bring your dedication to customer service and detail-oriented skills to CIBC and assist in transforming client experiences.