Account Officer

4 weeks ago

Vancouver BC, Canada Canadian Imperial Bank of Commerce Full time

Senior Trust Officer, Estate & Trust Services Wealth Management page is loaded Senior Trust Officer, Estate & Trust Services Wealth Management
Apply locations Vancouver, BC time type Full time posted on Posted 3 Days Ago job requisition id 2407007 We’re building a relationship-oriented bank for the modern world. As the Senior Trust Officer, you will be responsible for the ongoing account management and administration of Estates, Trusts and Powers of Attorney. This involves partnering with a specialized team of professionals within Wealth Management dedicated to working with Estates, Trusts and Powers of Attorney. Primary accountability for the timely, accurate, and professional administration of large and complex estate, trust and power of attorney accounts. You will identify and mitigate account risks while adhering to all CIBC Trust Policies & Procedures, including cash management, fee collection, account opening, etc.
You’ll have the flexibility to manage your work activities within a hybrid work arrangement where you’ll spend 1-3 days per week on-site, while other days will be remote.
Collaboration – Develop and maintain a strong partnership with the clients/beneficiaries in order to provide excellent client service. Partner effectively with internal experts from the Investment Management and Tax Department, to provide oversight and guidance on client investment and tax issues. Supervises account investments to ensure consistency with account objectives, constating documents and legislation.
Trust & Estate Acumen - Ensure the onboarding and account management aligns with the unique needs of clients and the characteristics of Estates and Trust. Establish effective tracking, monitoring and compliance with the governing document and responsible for the resolution of all operational, technical and discretionary issues encountered in the management of the accounts. Assist in developing standards in administration and vetting new and/or changes to policies and procedures. Optimizes account administration by identifying and implementing process improvements.
People Management - Set appropriate context when assigning work to ensure that individuals’ roles support the achievement of the business unit’s priorities and CIBC’s overall goals. Ensure compliance with policies, standards, guidelines and controls by applying the policies and controls fairly and consistently so employees understand what to expect.
You can demonstrate 8-10 years of experience in the Estate & Trust Industry. A detailed knowledge of accounting and investing sufficient to administer a range of complex Trust Accounts is necessary.
It is an asset if you have obtained the Member Trust Institute (MTI) and/or Trust and Estate Practitioner (TEP) designation(s).
You know that relationships and networks are essential to success. You give meaning to data. We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a health benefits program, defined benefit pension plan, an employee share purchase plan and MomentMakers, our social, points-based recognition program.
We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit .
Analytical Thinking, Communication, Customer Experience (CX), Decision Making, Estate Accounts, New Business Development, Power of Attorney (POA), Relationship Building, Trust Services, Work Collaboratively Similar Jobs (3)
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locations Vancouver, BC time type Full time posted on Posted 30+ Days Ago Financial Advisor - MFDA/IIROC
locations Vancouver, BC time type Full time posted on Posted 30+ Days Ago At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.
Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us. #

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