Trust Administrator-bilingual

6 months ago

Montréal, Canada CIBC Full time

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit

What You’ll Be Doing
- At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview._

How You’ll Succeed
- Client Engagement - Develop and maintain professional client relationships. Interact regularly with clients and beneficiaries and their lawyers, accountants, and financial planners to discuss account administration.
- Collaboration/Project - Preliminary research for inquiries received; investigations; and participating in intra and inter-departmental meetings as requested; participation on committees encouraged. Annual Projects including preparing QI Documents for signature of STO/TO/ATO; preparing Annual Review Packages for files; updating CLIPs; ensuring AML documentation in file and on TOPS; and ensuring 104 tax elections are up-to-date.

Who You Are
- You are a certified professional with successful completion of the Canadian Securities Course (CSC) and the Level One Trust Program offered by CSI.
- You can demonstrate experience in. You have working and understand the terms of a Trust, Will and Power of Attorney for Property. You have detailed knowledge of accounting and securities administration sufficient to complete documentation and to communicate effectively with other departments.
- You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity.
- Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
- You're fluent in French and English to serve our clients in the community.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.- 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.- Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.- We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
- Subject to plan and program terms and conditions

What you need to knowYou need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

Job Location

Montreal-1155 Rene Levesque;11

Employment Type

Regular

Weekly Hours

37.5

**Skills**:
Analytical Thinking, Cash Flow Analysis, Client Relationship Management, Customer Experience (CX), Investment Portfolios, Post-Sales Support, Product Knowledge, Transaction Banking

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