Trust Analyst in Toronto, Ontario

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 (https://www.cibc.com/en/about-cibc.html)

What you’ll be doing

Under the management of the Executive Trust Officer of Estate & Trust Services, Indigenous Trust, the Trust Analyst will report to the Executive Trust Officer and assist with the administration of dedicated accounts. As the Trust Analyst, you will be responsible for assisting this specialized team in providing excellent client service while adhering to compliance policies, internal controls and procedures. In this role, you will demonstrate solid written, verbal, interpersonal, analytical, and application skills to service accounts needs, assist in the management of investment portfolios, and support client relationships. You will need to demonstrate strong technical and system knowledge to review and analyze data to ensure quality assurance of transactions and maintain customer satisfaction. In addition, you will assist in the management of day-to-day operation and overall efficiency of the book of accounts, while seeking opportunities to streamline existing processes and procedures. You will support best practices and help the team achieve their primary objectives, planning and carrying out administrative duties as required.

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 specialized team with the administration of a portfolio including Opening New Accounts, preparation of data reports and statements, as required. On-going File Maintenance, including updating account information (i.e., CIF’s, Addresses, Email Agreement, Telephone, SIN’s). Fee Integrity, including reviewing fee set-ups and charges on accounts on a monthly and annual basis; Asset Inquiry/Consolidation/Maintenance, including accurate asset values setups; in-kind asset transfers (both to and from another institution); cash control by minimizing overdrafts in coordination with Officers and Investment Management; updating adjusted cost bases (ACBs) on accounts; and updating or arranging for update of values of Miscellaneous Assets.

• Client and partner engagement – Develop and maintain professional client and partner relationships.Interact regularly with partners and clients and their lawyers, accountants, and financial advisors to discuss account administration.

• Project collaboration – 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 Officers; preparing Annual Reporting Packages for files; ensuring AML documentation in file and on TOPS.

• Leveraging technology – Able to navigate many varied systems and is technically savvy. Examples of systems used in this role: MS Office, TOPS, ECIF, Nexen.

• Provide solutions – Experienced with multi-tasking and working in fast-paced, often-changing environment. Experience working in a team where processes and procedures are changing and updating.

Who You Are

• You engage with your heart and mind . You care about people and understand different perspectives. You listen and learn from the experiences of others.

• You understand that success is in the details. You notice things that others don’t. Your critical thinking skills help to inform your decision making.

• You’re driven by collective success . You know that collaboration can transform a good idea into a great one. You understand the power of an inclusive team that enjoys working together to bring a shared vision to life.

• You embrace and champion change. You’ll continuously evolve your thinking and the way you work in order to deliver your best.

• You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.

• 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 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 [email protected]

• 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.

• We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

Toronto-81 Bay, 11th Floor

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Cash Flow Analysis, Client Service, Customer Experience (CX), Investment Portfolios, Post-Sales Support, Product Knowledge, Transaction Banking