Senior Manager, Trust

CIBC

Toronto, ON, Canada
Competitive salary; incentive pyy available; benef...
Fully remote
8-12 years estate & trust experience
Account management of complex trusts
Team supervision and workflow oversight
The role involves leading a small team while managing the administration of complex Trust and Agency accounts

Job Summary

  • The role involves leading a small team while managing the administration of complex Trust and Agency accounts.
  • Candidates must demonstrate detailed knowledge of accounting and investing to oversee account consistency with objectives and legislation.
  • CIBC offers a competitive salary, incentive pay, banking benefits, and a defined benefit pension plan for this position.

Matching Summary

The role involves leading a small team while managing the administration of complex Trust and Agency accounts.

Salary

Competitive salary; Incentive pay available; Benefits including pension and share purchase plan

Skills & Requirements

Must-have

  • 8-12 years Estate & Trust experience
  • Account management of complex trusts
  • Team supervision and workflow oversight
  • Knowledge of accounting and investing
  • Adherence to trust policies and procedures

Nice-to-have

  • Member Trust Institute (MTI) designation
  • Trust and Estate Practitioner (TEP) designation
  • Strong relationship building skills
  • Process improvement mindset
  • Collaborative stakeholder engagement

Key Requirements

  • 8-12 years in Estate & Trust Industry
  • Certified professional status preferred
  • Legal eligibility to work in Canada

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter