Not specified; incentive pyy available; competitiv...
Fully remote
Accurate account opening and maintenance
Daily transaction processing and reconciliation
Client engagement with lawyers and accountants
The Trust Administrator will support the administration of a portfolio by accurately opening new accounts and maintaining up-to-date information
Job Summary
The Trust Administrator will support the administration of a portfolio by accurately opening new accounts and maintaining up-to-date information.
Responsibilities include minimizing overdrafts, updating asset values, and strictly adhering to all CIBC processes and policies for compliant trust account management.
CIBC offers a competitive salary, incentive pay, banking benefits, a defined benefit pension plan, and a culture that encourages personal growth through initiatives like Purpose Day.
Matching Summary
The Trust Administrator will support the administration of a portfolio by accurately opening new accounts and maintaining up-to-date information.
Salary
Not specified; Incentive pay available; Competitive salary mentioned
Skills & Requirements
Must-have
accurate account opening and maintenance
daily transaction processing and reconciliation
client engagement with lawyers and accountants
Nice-to-have
strong critical thinking and attention to detail
collaborative team player with heart and mind
proactive goal orientation and extra mile mindset
Key Requirements
Enrollment in STEP CETA1 Foundations & Trust Administration or CSI courses
Enrollment or willingness to enroll in CIRO-ID certification