Senior Manager, Trust

CIBC

Toronto, Canada
Fully remote
Trust and agency account administration
Risk identification and mitigation
Client relationship management
As Senior Manager Trust, you will be responsible for the ongoing account management and administration of Trusts and Agency accounts while also leading a small team of trust professionals

Job Summary

  • As Senior Manager Trust, you will be responsible for the ongoing account management and administration of Trusts and Agency accounts while also leading a small team of trust professionals.
  • You will identify and mitigate account risks while adhering to all CIBC Trust Policies & Procedures, including cash management, fee collection, account opening, etc.
  • CIBC offers a competitive salary, incentive pay, banking benefits, a benefits program, a defined benefit pension plan, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers.

Matching Summary

As Senior Manager Trust, you will be responsible for the ongoing account management and administration of Trusts and Agency accounts while also leading a small team of trust professionals.

Skills & Requirements

Must-have

  • Trust and Agency account administration
  • Risk identification and mitigation
  • Client relationship management
  • Investment and tax oversight
  • Operational and technical issue resolution

Nice-to-have

  • Relationship-oriented banking
  • Empowered work environment
  • Meaningful impact and value
  • Inspiring outcomes through influence
  • Driven to succeed and deliver

Key Requirements

  • 8 - 12 years experience in Estate & Trust Industry
  • Detailed knowledge of accounting and investing
  • Certified professional
  • Legally eligible to work in Canada

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter