Trust Administrator

2 weeks ago

Toronto, 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**:

- What You’ll Be Doing- 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.
- 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

Toronto-81 Bay, 11th Floor

Employment Type

Regular

Weekly Hours

37.5

**Skills**:
Accountability, Banking, Business, Client Relationship Management, Collaboration, Customer Engagement, Office Administration, Teamwork, Trust Services

  • Account Manager, Institutional Trust

    1 week ago

    Toronto, Ontario, Canada Northern Trust Full time

    About Northern TrustNorthern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...

  • Account Relationship Associate, Institutional Trust

    5 days ago

    Toronto, Canada Northern Trust Corp. Full time

    About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring...

  • Trust Administrator

    7 days ago

    Toronto, 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...

  • Trust Administrator

    1 week ago

    Toronto, Ontario, Canada RBC Full time

    Job Description What is the Opportunity?Join our growing team As Trust Administrator, RBC Royal Trust (RT), you will provide timely and accurate support to our valued clients in respect to all aspects of trust administration. You will effectively administer trust accounts and assist with client queries while maintaining high standards of client service,...

  • Trust Administrator

    2 weeks ago

    Toronto, 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...

  • Administrator - Trust Investments

    4 days ago

    Toronto, Canada Computershare Full time

    **Location: Toronto, Canada (Hybrid)** In this position, you’ll be based in the Toronto office for a minimum of three days a week, with the flexibility to work from home for some of your working week. Find out more about our flexible work culture at computershare.coM/Flex. **We give you a world of potential** Corporate Trust (Governance and...

  • Trust Administrator

    3 days ago

    Toronto, ON MW A, Canada RBC Full time

    Job DescriptionWhat is the Opportunity?Join our growing team As Trust Administrator, RBC Royal Trust (RT), you will provide timely and accurate support to our valued clients in respect to all aspects of trust administration. You will effectively administer trust accounts and assist with client queries while maintaining high standards of client service,...

  • Trust Child Care Centre

    2 weeks ago

    Toronto, Canada Trust Child Care Centres Full time

    Trust Child Care Centre is a family owned child care centre located in Summerhill, Toronto - a quiet neighbourhood 5 mins from the Summerhill subway station, and very close to coffee and and lunch shops. Passionate employees, a positive working environment, and a supportive administrative team are what sets Trust apart. We are seeking a full-time kitchen...

  • Deposit Administrator

    2 weeks ago

    Toronto, Canada Home Trust Company Full time

    Company Profile Home Trust Company has developed a track record of success as Canada’s leading alternative lender, employing nearly 850 people in our Toronto headquarters and branches across the country. Building on the demonstrated strength of our core residential and commercial mortgage lending business, the Company and its affiliates also offer...

  • Trust Officer

    2 weeks ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 158304 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. What You Will Do: - Leads the estate and trust administration of more complex accounts with assistance and support of Trust Administrator, Tax Officer, Estate & Trust Advisor and Regional Trust Officer - Reviews all new estate and...