Trust Officer

4 days ago

Toronto, Ontario, Canada CIBC Full time
About the Role

We are seeking a highly skilled Trust Officer to join our team at CIBC. As a Trust Officer, you will be responsible for the ongoing account management and administration of Estates, Trusts and Powers of Attorney.

Key Responsibilities
  • Partner with a specialized team of professionals within Wealth Management to provide excellent client service and ensure timely, accurate, and professional administration of estate, trust and power of attorney accounts.
  • Identify and mitigate account risks while adhering to all CIBC Trust Policies & Procedures, including cash management, fee collection, account opening, etc.
  • Develop and maintain strong relationships with clients/beneficiaries to provide exceptional client service and effective communication.
  • Supervise account investments to ensure consistency with account objectives, constituting documents, and legislation.
  • Collaborate with internal experts from the Investment Management and Tax Department to provide oversight and guidance on client investment and tax issues.
Requirements
  • 4-8 years of experience in the Estate & Trust Industry.
  • Detailed knowledge of accounting and investing sufficient to administer a range of moderately complex Estate, Trust and Power of Attorney Accounts.
  • Certified professional with a strong understanding of trust and estate administration.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and prioritize multiple tasks.
About CIBC

CIBC is a leading financial institution that is committed to creating a workplace that is inclusive and accessible to all. We are dedicated to providing our employees with the tools and resources they need to succeed and grow in their careers.

We offer a competitive compensation package, including a salary, bonus, benefits, and opportunities for professional development and advancement.

Join our team at CIBC and be part of a dynamic and innovative organization that is shaping the future of finance.

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