Step into a vital role at CIBC as a Full time Estate Planning Assistant in Winnipeg, Manitoba. This position focuses on client service, administration, and marketing support.
CIBC is seeking a dedicated Estate Planning Assistant for a 12-month contract. Your expertise in customer service and estates will help support Estate Planning Specialists in various administrative tasks. You will be responsible for managing insurance quotes, providing ongoing client service, and organizing marketing initiatives to strengthen our client relationships.
Key Responsibilities:
• Review life insurance applications for accuracy
• Distribute client anniversary statements promptly
• Prepare insurance illustrations using company software
• Organize client engagement events and seminars
• Maintain accurate and complete client files
Requirements:
• Proven experience in customer service and insurance
• Degree/diploma in Business preferred
• Life License Qualification Program (LLQP) certification or willingness to obtain
• Strong analytical and critical thinking skills
• Ability to prioritize client needs effectively
Bring your client-focused mindset and administrative skills to support CIBC in enhancing estate planning services.
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