Senior Trust Officer

CIBC Capital Markets

Vancouver, BC, Canada
Base: $75,870 to $104,320; bonus/equity: annual di...
Fully remote
Estate and trust industry experience
Accounting and investing skills
Complex financial issue communication
As the Senior Trust Officer, you will be responsible for the ongoing account management and administration of Estates, Trusts and Powers of Attorney, partnering with a specialized team of professionals

Job Summary

  • As the Senior Trust Officer, you will be responsible for the ongoing account management and administration of Estates, Trusts and Powers of Attorney, partnering with a specialized team of professionals.
  • Primary accountability for the timely, accurate, and professional administration of large and complex estate, trust and power of attorney accounts, identifying and mitigating account risks.
  • CIBC offers a competitive salary range of $75,870 to $104,320, participation in an annual discretionary incentive program, and a comprehensive benefits package.

Matching Summary

As the Senior Trust Officer, you will be responsible for the ongoing account management and administration of Estates, Trusts and Powers of Attorney, partnering with a specialized team of professionals.

Salary

Base: $75,870 to $104,320; Bonus/Equity: Annual discretionary incentive or bonus program; Benefits: Banking benefits, benefits program, defined benefit pension plan, employee share purchase plan, vacation offering, wellbeing support

Skills & Requirements

Must-have

  • Estate and Trust Industry experience
  • Accounting and investing skills
  • Complex financial issue communication
  • Microsoft Applications proficiency
  • Portfolio management tools familiarity
  • Collaboration with internal teams
  • Client problem resolution ownership

Nice-to-have

  • Driven to succeed
  • Results-oriented mindset
  • Strong decision-making abilities
  • Excellent customer service management
  • Values driven approach

Key Requirements

  • 8-10 years experience in Estate & Trust Industry
  • University degree or equivalent
  • Certified professional
  • Member Trust Institute (MTI) designation
  • Trust and Estate Practitioner (TEP) designation
  • Investment Representative (IR) accreditation

Work Rights

Not specified

Tailored Resume

Cover Letter