Trust Administrator

2 weeks ago

Vancouver, 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

**Job Description**:

- 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._

What you'll be doing

Assist the Trust Officer with the administration of a portfolio including:

- Accurately opening New Accounts, including preparing initial letters to third parties as requested.
- Assist with the preparation of Asset & Liability statements/Record of Trust, client accounting, collection of fees and other related duties depending on the type of account.
- Ensure all account information on internal systems is up-to-date, complete, and accurate.
- Maintain dairies to ensure fixed remittances are processed in a timely manner
- Daily prepare cheques, wires and deposits for client accounts as well as process other account transactions.
- Asset Collection/Consolidation/Reconciliation/Maintenance, including collecting of cash assets upon receipt of the Grant of Probate of Estate Trustee as requested; in-kind asset transfers (Internally and externally);
- Cash control by minimizing overdrafts in coordination with administrator and Investment Management; updating adjusted cost bases (ACBs) on accounts; and updating or arranging for update of values of Miscellaneous Assets.
- Understand and follow all CIBC processes and policies as required.

How you'll succeed
- Client engagement - Develop and maintain professional client relationships. Interact regularly with Clients, Beneficiaries, Lawyers, Accountants, and Financial Planners to discuss account administration.
- Collaboration/Projects - Preliminary research for inquiries received; Investigations and participating in intra and inter-departmental meetings as requested; Participation on committees is encouraged. Annual Projects including preparing QI Documents for signature of the Executive Trust Officer; Preparing Annual Review Packages for files; Updating CLIPs; ensuring AML documentation in file and on TOPS;

Who you are
- You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.
- You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
- You engage with your heart and mind. You care about people and respect different perspectives. You listen to and learn from the experiences of others.
- You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
- You’re a certified professional. You have current accreditation and good standing in or are enrolled in your STEP CETA1: Foundations & Trust Administration or any CSI and/or STEP Estate & Trust related courses. It's an asset if you have your Canadian Securities Course.
- Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.

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 health benefits program, defined benefit pension plan, an employee share purchase plan 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.

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

Vancouver-400 Burrard 3rd

Employment Type

Regular

Weekly Hours

37.5

**Skills**:
Client Relationship, Customer Engagement, Decision Making, Finance Strategy, Investment Management, Product Knowledge, Trust Administration

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