Team Leader, Trust

1 week ago

Toronto, Canada CIBC Mellon Full time

**Company Information**:
CIBC Mellon is a leading provider of asset servicing solutions to institutional investors in Canada, including multi-currency accounting, fund valuation, and investment information reporting. We are passionate about providing exceptional client service backed by our culture of innovation and success. Our outstanding employee experience will provide you with opportunities to learn and grow professionally while supporting the communities in which you live and work.

We are a diverse and dynamic workplace where employees take an active role in delivering on strategic objectives while advancing their individual career goals. We encourage innovative thinking and give our employees the support and resources they need to turn great ideas into actions.

**Position Overview**:
The Team Leader, Trust & Settlements, Recordkeeping, delegates, schedules and guides the day-to-day workflow of a team of Trust & Settlements Senior Administrators/Administrators who administer transactions for Institutional and Private clients to provide leadership, performance management and support in conjunction with the Supervisor and Manager.

**Responsibilities**:

- Delegates and schedules the daily work tasks of a team to Sr. Trust Administrators/Administrators, monitoring daily workflow and shifting resources/task priorities as needed ensuring appropriate resources are allocated to ensure deadlines are met and client instructions are carried out
- Monitors team staff’s individual day to day performance, providing feedback to Supervisor and Manager, in supporting and contributing to the development of individual and team performance objectives
- Collaborates with the team members in dealing with problem resolution and delegation/escalation of requests and issues associated with posting money movement, reconciliation and other fund-related issues that arise, acting as primary technical source
- Answers enquiries and supplies relevant information in response to requests from internal CIBC Mellon Departments and external clients/client representatives regarding trust and settlements account activity as well as maintain all up to date source documentation and related information for access and reference
- Collaborates regularly with supervisor and group management to identify team productivity and procedural improvements
- Assist Supervisor and Manager on implementing new procedures
- Escalate client issues where necessary - communicate clearly, concisely and thoroughly
- Meet SLA requirements for service and productivity.

**Qualifications**:

- College or University degree with focus on finance
- Approximately 3 years progressive experience
- Canadian Securities Course an asset
- Communication; time management skills
- Leadership ability
- Ability to make quick decisions with confidence in a fast paced environment
- Trust account experience an asset
- Strong organizational and analytical skills
- Strong communication skills (both written and verbal)

**CIBC Mellon's Values**:
Get it Right Every Day: Deliver service excellence while always acting with the highest ethical standards
Put Clients at the Centre: Advocate for clients by listening, sharing knowledge, and bringing the right solutions forward
Be One Family: Challenge, empower and recognize your colleagues
Take Ownership: Speak up, speak out, and make things better

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