Trust Administrator- Indigenous Trust

CIBC

View: 112

Update day: 19-02-2024

Location: Toronto Ontario

Category: Legal / Contracts

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Job content

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
CIBC.com
What You’ll Be Doing
Under the management of the Regional Director and Executive Trust Officer, the Trust Administrator will report to the assigned Officer and assist with the administration of all trust accounts.
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
  • Operational Support – Assist the Indigenous Trust team with the administration of a portfolio including: Opening New Accounts, including preparing initial letters to third parties as requested. Statements of Account, including arranging for preparation or preparing Statements of Account as required. On-going File Maintenance, including updating account information (ie, CIF’s, Addresses, Email Agreement, Telephone, SIN’s). Fees Integrity, including reviewing fee set-up on accounts on annual basis; and preparing a Statement of Compensation to review to ensure correct fee applied. Asset Collection/Consolidation/Maintenance, including collecting of cash assets upon receipt of probate as requested; in-kind asset transfers (both to and from another institution); 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
  • 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 complete 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. 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 partner. 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 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 know
  • CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact
    Mailbox.careers-carrieres@cibc.com
  • You 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
Analytical Thinking, Customer Experience (CX), Estate Accounts, Office Administration, Power of Attorney (POA), Teamwork, Trust Services
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Deadline: 04-04-2024

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